+743.7%
DOC vs UTHR
+7,123.9%
-6,380.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -1.5% | -5.4% | +3.9% | -0.9% |
| 30D | -4.8% | -6.0% | +1.3% | -4.2% |
| 3M | +6.9% | -11.0% | +17.9% | +8.2% |
| 6M | +20.7% | -0.5% | +21.3% | +20.6% |
| YTD | +34.1% | +0.1% | +34.1% | +33.7% |
| 1Y | +22.6% | +28.2% | -5.5% | +18.8% |
| 3Y | +20.8% | +113.8% | -93.0% | +9.0% |
| 5Y | -24.9% | +131.3% | -156.2% | -33.3% |
| 10Y | -1.8% | +296.7% | -298.5% | -19.6% |
| All | +743.7% | +7,123.9% | -6,380.2% | +460.0% |
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