+41.7%
DOV vs UTHR
+123.2%
-81.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.2% | +0.8% |
| 7D | +2.5% | -2.9% | +5.4% | +2.7% |
| 30D | -7.5% | -7.6% | +0.1% | -7.0% |
| 3M | -9.7% | -8.6% | -1.1% | -9.2% |
| 6M | -6.1% | +4.1% | -10.2% | -6.4% |
| YTD | +0.5% | +2.2% | -1.7% | +0.2% |
| 1Y | +10.5% | +26.2% | -15.7% | +8.4% |
| 3Y | +41.7% | +121.2% | -79.5% | +32.7% |
| All | +41.7% | +123.2% | -81.5% | +32.7% |
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