-16.8%
DASH vs UTHR
+196.1%
-212.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.6% |
| 7D | -2.8% | -2.1% | -0.7% | -2.4% |
| 30D | -9.3% | +7.2% | -16.5% | -10.0% |
| 3M | -15.1% | +11.1% | -26.2% | -16.3% |
| 6M | +8.7% | +4.2% | +4.5% | +8.1% |
| YTD | -21.3% | +20.8% | -42.1% | -23.8% |
| 1Y | -12.7% | +29.7% | -42.3% | -16.4% |
| 3Y | +103.8% | +164.1% | -60.4% | +63.9% |
| 5Y | -16.8% | +190.7% | -207.5% | -37.1% |
| All | -16.8% | +196.1% | -212.9% | -37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling