+4,021.1%
DHI vs UTHR
+7,264.6%
-3,243.5%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.1% | +1.9% |
| 7D | -3.4% | +1.9% | -5.4% | -3.7% |
| 30D | -5.4% | -2.9% | -2.6% | -5.1% |
| 3M | -10.4% | -8.9% | -1.6% | -9.2% |
| 6M | -2.8% | -8.7% | +6.0% | -1.7% |
| YTD | -3.4% | +2.0% | -5.4% | -4.6% |
| 1Y | -22.9% | +22.8% | -45.7% | -26.4% |
| 3Y | +20.7% | +120.6% | -99.9% | +1.4% |
| 5Y | +62.1% | +136.4% | -74.3% | +32.8% |
| 10Y | +410.4% | +314.4% | +96.0% | +265.1% |
| All | +4,021.1% | +7,264.6% | -3,243.5% | +1,686.4% |
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