+11.7%
DASH vs UTHR
+259.6%
-247.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.6% |
| 7D | -10.6% | -5.4% | -5.2% | -9.9% |
| 30D | +2.2% | -6.0% | +8.2% | +3.0% |
| 3M | +32.3% | -11.0% | +43.2% | +34.4% |
| 6M | +19.1% | -0.5% | +19.6% | +18.7% |
| YTD | -6.5% | +0.1% | -6.6% | -7.1% |
| 1Y | -14.9% | +28.2% | -43.1% | -18.8% |
| 3Y | +151.9% | +113.8% | +38.1% | +112.4% |
| 5Y | +9.4% | +131.3% | -121.9% | -12.3% |
| All | +11.7% | +259.6% | -247.9% | -4.4% |
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