+54.0%
DOCN vs UTHR
+25.5%
+28.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.7% |
| 7D | -19.2% | -6.1% | -13.0% | -17.7% |
| 30D | -43.1% | +3.1% | -46.2% | -42.9% |
| 3M | -40.7% | +5.5% | -46.2% | -40.7% |
| 6M | -55.0% | -5.8% | -49.2% | -54.5% |
| YTD | +50.6% | +15.3% | +35.3% | +52.8% |
| 1Y | +54.0% | +23.8% | +30.2% | +56.3% |
| All | +54.0% | +25.5% | +28.5% | +56.3% |
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 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