+72.2%
DOCU vs UTHR
+340.7%
-268.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.8% |
| 7D | +6.9% | -5.4% | +12.3% | +7.9% |
| 30D | +19.0% | -6.0% | +25.0% | +20.3% |
| 3M | +34.3% | -11.0% | +45.3% | +37.0% |
| 6M | +48.0% | -0.5% | +48.5% | +46.7% |
| YTD | 0.0% | +0.1% | -0.1% | -1.4% |
| 1Y | -10.3% | +28.2% | -38.4% | -16.5% |
| 3Y | +32.4% | +113.8% | -81.4% | +4.2% |
| 5Y | -77.9% | +131.3% | -209.2% | -83.6% |
| All | +72.2% | +340.7% | -268.5% | -4.8% |
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