+247.6%
DIA vs UTHR
+313.7%
-66.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.2% |
| 7D | -1.6% | +1.9% | -3.5% | -1.9% |
| 30D | -2.0% | -2.9% | +0.8% | -1.6% |
| 3M | +3.6% | -8.9% | +12.5% | +5.1% |
| 6M | +11.5% | -8.7% | +20.3% | +12.8% |
| YTD | +10.4% | +2.0% | +8.3% | +9.2% |
| 1Y | +15.6% | +22.8% | -7.2% | +10.5% |
| 3Y | +58.9% | +120.6% | -61.8% | +31.9% |
| 5Y | +65.3% | +136.4% | -71.1% | +32.9% |
| All | +247.6% | +313.7% | -66.1% | +126.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling