-41.1%
DIS vs UTHR
+133.0%
-174.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.7% |
| 7D | -2.6% | -5.4% | +2.8% | -2.2% |
| 30D | +3.5% | -6.0% | +9.5% | +4.0% |
| 3M | +6.8% | -11.0% | +17.8% | +7.8% |
| 6M | +3.0% | -0.5% | +3.5% | +3.0% |
| YTD | -6.7% | +0.1% | -6.8% | -6.9% |
| 1Y | -10.1% | +28.2% | -38.2% | -12.2% |
| 3Y | +33.0% | +113.8% | -80.8% | +20.5% |
| All | -41.1% | +133.0% | -174.1% | -48.1% |
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