+95.3%
DOCU vs UTHR
+152.2%
-56.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -7.0% | +5.1% | -1.7% |
| 7D | -3.2% | -4.7% | +1.5% | -3.0% |
| 30D | +15.7% | +4.4% | +11.2% | +15.5% |
| 3M | +37.3% | +9.0% | +28.3% | +36.9% |
| 6M | +63.1% | -1.1% | +64.3% | +63.2% |
| YTD | +15.4% | +16.1% | -0.7% | +13.9% |
| 1Y | +11.3% | +26.4% | -15.1% | +9.1% |
| All | +95.3% | +152.2% | -56.9% | +68.3% |
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