+63.2%
DHI vs UTHR
+135.8%
-72.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.1% | +1.8% |
| 7D | -3.4% | +1.9% | -5.4% | -3.6% |
| 30D | -5.4% | -2.9% | -2.6% | -5.2% |
| 3M | -10.4% | -8.9% | -1.6% | -9.8% |
| 6M | -2.8% | -8.7% | +6.0% | -2.1% |
| YTD | -3.4% | +2.0% | -5.4% | -4.0% |
| 1Y | -22.9% | +22.8% | -45.7% | -25.1% |
| 3Y | +20.7% | +120.6% | -99.9% | +5.3% |
| All | +63.2% | +135.8% | -72.6% | +40.6% |
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 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