+1,299.8%
DLTR vs UTHR
+7,277.3%
-5,977.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.1% | -7.7% | -5.8% |
| 7D | -5.8% | -2.9% | -3.0% | -5.6% |
| 30D | -5.2% | -7.6% | +2.3% | -4.6% |
| 3M | +15.2% | -8.6% | +23.8% | +16.1% |
| 6M | +7.1% | +4.1% | +3.0% | +6.4% |
| YTD | +0.8% | +2.2% | -1.4% | +0.2% |
| 1Y | +24.8% | +26.2% | -1.4% | +21.4% |
| 3Y | +6.9% | +121.2% | -114.3% | -2.5% |
| 5Y | +33.2% | +136.5% | -103.3% | +19.9% |
| 10Y | +51.6% | +300.1% | -248.5% | +27.0% |
| All | +1,299.8% | +7,277.3% | -5,977.5% | +795.3% |
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