-32.9%
DOCS vs UTHR
+29.3%
-62.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | +2.6% | +5.2% | -2.6% | +2.0% |
| 30D | +11.4% | +9.5% | +2.0% | +10.7% |
| 3M | +25.4% | +17.9% | +7.5% | +23.5% |
| 6M | +42.5% | +2.0% | +40.5% | +40.1% |
| YTD | -24.7% | +21.3% | -46.0% | -25.9% |
| 1Y | -32.9% | +27.9% | -60.8% | -33.2% |
| All | -32.9% | +29.3% | -62.2% | -33.2% |
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