+756.8%
DIA vs UTHR
+8,658.1%
-7,901.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +2.1% | +5.2% | -3.1% | +1.6% |
| 30D | +1.5% | +9.5% | -8.0% | +0.5% |
| 3M | -2.4% | +17.9% | -20.4% | -4.2% |
| 6M | +6.0% | +2.0% | +4.0% | +5.5% |
| YTD | +10.1% | +21.3% | -11.3% | +7.4% |
| 1Y | +11.8% | +27.9% | -16.1% | +8.4% |
| 3Y | +59.7% | +162.3% | -102.6% | +41.9% |
| 5Y | +57.9% | +190.7% | -132.9% | +37.8% |
| 10Y | +236.2% | +365.5% | -129.3% | +173.8% |
| All | +756.8% | +8,658.1% | -7,901.2% | +445.7% |
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