-76.5%
DOCU vs UTHR
+133.0%
-209.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.7% |
| 7D | +6.9% | -5.4% | +12.3% | +7.3% |
| 30D | +19.0% | -6.0% | +25.0% | +19.5% |
| 3M | +34.3% | -11.0% | +45.3% | +35.4% |
| 6M | +48.0% | -0.5% | +48.5% | +47.2% |
| YTD | 0.0% | +0.1% | -0.1% | -0.8% |
| 1Y | -10.3% | +28.2% | -38.4% | -13.5% |
| 3Y | +32.4% | +113.8% | -81.4% | +17.3% |
| All | -76.5% | +133.0% | -209.6% | -80.5% |
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 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