+392.2%
DAL vs UTHR
+1,835.0%
-1,442.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.7% | +2.8% | +2.3% |
| 7D | +8.8% | -6.1% | +14.9% | +10.7% |
| 30D | +5.4% | +3.1% | +2.3% | +4.5% |
| 3M | -4.9% | +5.5% | -10.4% | -6.9% |
| 6M | +19.8% | -5.8% | +25.7% | +20.9% |
| YTD | +27.0% | +15.3% | +11.6% | +20.0% |
| 1Y | +52.5% | +23.8% | +28.7% | +41.1% |
| 3Y | +173.8% | +146.3% | +27.5% | +99.6% |
| 5Y | +104.5% | +177.8% | -73.3% | +40.2% |
| 10Y | +129.7% | +392.4% | -262.7% | +20.9% |
| All | +392.2% | +1,835.0% | -1,442.8% | +58.5% |
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