+5,873.1%
DE vs UTHR
+7,277.3%
-1,404.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -4.0% | -2.1% |
| 7D | +0.7% | -2.9% | +3.6% | +1.0% |
| 30D | +9.6% | -7.6% | +17.2% | +10.5% |
| 3M | +19.0% | -8.6% | +27.5% | +20.0% |
| 6M | +16.1% | +4.1% | +11.9% | +15.1% |
| YTD | +47.0% | +2.2% | +44.8% | +45.8% |
| 1Y | +43.1% | +26.2% | +17.0% | +38.4% |
| 3Y | +77.5% | +121.2% | -43.7% | +57.9% |
| 5Y | +96.4% | +136.5% | -40.2% | +71.7% |
| 10Y | +852.9% | +300.1% | +552.8% | +665.0% |
| All | +5,873.1% | +7,277.3% | -1,404.3% | +4,137.6% |
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