-50.3%
DOCS vs UTHR
+177.9%
-228.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.2% | -2.7% |
| 7D | -1.4% | -5.4% | +4.0% | -0.7% |
| 30D | +21.8% | -6.0% | +27.9% | +22.8% |
| 3M | +27.3% | -11.0% | +38.3% | +29.1% |
| 6M | -0.3% | -0.5% | +0.2% | -0.7% |
| YTD | -40.5% | +0.1% | -40.6% | -40.9% |
| 1Y | -61.5% | +28.2% | -89.7% | -63.2% |
| 3Y | +8.2% | +113.8% | -105.6% | -9.1% |
| 5Y | -73.4% | +131.3% | -204.7% | -79.4% |
| All | -50.3% | +177.9% | -228.2% | -63.5% |
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