+32.0%
DOV vs UTHR
+193.6%
-161.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.1% |
| 7D | -0.1% | -2.1% | +2.0% | +0.1% |
| 30D | +11.3% | +8.3% | +3.0% | +10.5% |
| 3M | +2.2% | +15.5% | -13.4% | +0.7% |
| 6M | -2.9% | +4.5% | -7.5% | -3.4% |
| YTD | +9.6% | +22.2% | -12.6% | +7.2% |
| 1Y | +16.7% | +29.7% | -13.1% | +13.4% |
| 3Y | +66.9% | +167.3% | -100.4% | +45.9% |
| 5Y | +32.0% | +196.5% | -164.5% | +11.3% |
| All | +32.0% | +193.6% | -161.6% | +11.3% |
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