-51.1%
DOCS vs UTHR
+181.3%
-232.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.0% | +2.7% | -3.4% |
| 7D | -1.3% | -4.7% | +3.3% | -0.7% |
| 30D | +19.4% | +4.4% | +14.9% | +18.7% |
| 3M | +53.4% | +9.0% | +44.4% | +51.5% |
| 6M | +28.8% | -1.1% | +29.9% | +28.5% |
| YTD | -25.1% | +16.1% | -41.2% | -27.0% |
| 1Y | -48.1% | +26.4% | -74.6% | -50.1% |
| 3Y | +51.4% | +152.1% | -100.7% | +25.1% |
| 5Y | -51.1% | +179.6% | -230.7% | -64.4% |
| All | -51.1% | +181.3% | -232.4% | -64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling