+288.7%
DOV vs UTHR
+319.3%
-30.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | -1.9% | +2.8% | -4.7% | -2.4% |
| 30D | -9.9% | -2.3% | -7.6% | -9.6% |
| 3M | -12.1% | -7.4% | -4.7% | -11.0% |
| 6M | -10.4% | -6.0% | -4.5% | -9.8% |
| YTD | -3.3% | +3.4% | -6.7% | -4.7% |
| 1Y | +7.8% | +27.1% | -19.3% | +2.0% |
| 3Y | +36.3% | +123.8% | -87.5% | +10.8% |
| 5Y | +14.8% | +139.6% | -124.8% | -10.2% |
| All | +288.7% | +319.3% | -30.6% | +136.1% |
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