-22.5%
DIS vs UTHR
+190.6%
-213.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | +1.9% | +5.2% | -3.3% | +1.5% |
| 30D | +9.2% | +9.5% | -0.3% | +8.5% |
| 3M | +13.5% | +17.9% | -4.4% | +12.1% |
| 6M | +14.3% | +2.0% | +12.3% | +14.1% |
| YTD | +5.4% | +21.3% | -16.0% | +3.7% |
| 1Y | +12.2% | +27.9% | -15.7% | +9.9% |
| 3Y | +37.2% | +162.3% | -125.2% | +23.2% |
| All | -22.5% | +190.6% | -213.1% | -33.1% |
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