+772.5%
DIA vs UTHR
+7,123.9%
-6,351.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | -0.2% | -5.4% | +5.2% | +0.4% |
| 30D | -1.5% | -6.0% | +4.5% | -0.9% |
| 3M | +3.8% | -11.0% | +14.7% | +4.9% |
| 6M | +10.3% | -0.5% | +10.8% | +10.0% |
| YTD | +12.1% | +0.1% | +12.0% | +11.6% |
| 1Y | +18.6% | +28.2% | -9.5% | +15.1% |
| 3Y | +60.6% | +113.8% | -53.2% | +45.8% |
| 5Y | +64.4% | +131.3% | -66.9% | +47.0% |
| 10Y | +250.1% | +296.7% | -46.6% | +190.1% |
| All | +772.5% | +7,123.9% | -6,351.3% | +467.5% |
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