+92.1%
DOCU vs UTHR
+150.6%
-58.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.6% |
| 7D | -5.5% | -6.1% | +0.6% | -5.3% |
| 30D | +12.6% | +3.1% | +9.5% | +12.5% |
| 3M | +36.4% | +5.5% | +30.9% | +36.2% |
| 6M | +66.8% | -5.8% | +72.6% | +67.4% |
| YTD | +13.5% | +15.3% | -1.9% | +12.0% |
| 1Y | +11.3% | +23.8% | -12.5% | +9.2% |
| 3Y | +92.1% | +146.3% | -54.2% | +65.5% |
| All | +92.1% | +150.6% | -58.5% | +65.5% |
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 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