-10.3%
DOCU vs UTHR
+23.3%
-33.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.6% |
| 7D | +6.9% | -5.4% | +12.3% | +6.3% |
| 30D | +19.0% | -6.0% | +25.0% | +18.4% |
| 3M | +34.3% | -11.0% | +45.3% | +33.0% |
| 6M | +48.0% | -0.5% | +48.5% | +46.0% |
| YTD | 0.0% | +0.1% | -0.1% | -2.2% |
| 1Y | -10.3% | +28.2% | -38.4% | -16.1% |
| All | -10.3% | +23.3% | -33.5% | -16.1% |
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