+18.9%
DLTR vs UTHR
+25.4%
-6.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.5% |
| 7D | -10.1% | +1.9% | -12.0% | -10.0% |
| 30D | -8.1% | -2.9% | -5.3% | -8.2% |
| 3M | +2.9% | -8.9% | +11.7% | +2.6% |
| 6M | +4.3% | -8.7% | +13.1% | +4.2% |
| YTD | -3.9% | +2.0% | -6.0% | -3.3% |
| 1Y | +18.9% | +22.8% | -3.9% | +23.1% |
| All | +18.9% | +25.4% | -6.5% | +23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling