+328.2%
DOV vs UTHR
+366.4%
-38.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +3.4% | +4.9% | -1.5% | +2.6% |
| 30D | +8.8% | +9.2% | -0.4% | +7.2% |
| 3M | +0.9% | +15.9% | -15.0% | -2.0% |
| 6M | -2.8% | +2.0% | -4.8% | -3.5% |
| YTD | +8.1% | +21.8% | -13.7% | +3.3% |
| 1Y | +15.2% | +28.6% | -13.3% | +9.0% |
| 3Y | +64.5% | +166.2% | -101.7% | +29.2% |
| 5Y | +28.9% | +191.8% | -162.9% | -3.2% |
| All | +328.2% | +366.4% | -38.2% | +157.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling