+8.9%
DOCS vs UTHR
+114.7%
-105.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.2% | -2.7% |
| 7D | -1.4% | -5.4% | +4.0% | -1.1% |
| 30D | +21.8% | -6.0% | +27.9% | +22.3% |
| 3M | +27.3% | -11.0% | +38.3% | +28.1% |
| 6M | -0.3% | -0.5% | +0.2% | -0.4% |
| YTD | -40.5% | +0.1% | -40.6% | -40.7% |
| 1Y | -61.5% | +28.2% | -89.7% | -62.3% |
| All | +8.9% | +114.7% | -105.8% | +3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling