+351.3%
DAL vs UTHR
+1,578.8%
-1,227.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +0.1% | -5.4% | +5.5% | +1.6% |
| 30D | -13.9% | -6.0% | -7.9% | -12.6% |
| 3M | +1.1% | -11.0% | +12.0% | +4.1% |
| 6M | +26.2% | -0.5% | +26.8% | +25.3% |
| YTD | +16.4% | +0.1% | +16.4% | +14.8% |
| 1Y | +33.9% | +28.2% | +5.7% | +22.6% |
| 3Y | +93.4% | +113.8% | -20.4% | +47.1% |
| 5Y | +106.4% | +131.3% | -25.0% | +49.3% |
| 10Y | +143.0% | +296.7% | -153.8% | +36.4% |
| All | +351.3% | +1,578.8% | -1,227.5% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling