+1,081.6%
DOV vs UTHR
+7,123.9%
-6,042.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.5% | +1.0% |
| 7D | -2.7% | -5.4% | +2.7% | -2.0% |
| 30D | -8.1% | -6.0% | -2.0% | -7.4% |
| 3M | -9.4% | -11.0% | +1.6% | -8.2% |
| 6M | -12.6% | -0.5% | -12.1% | -12.8% |
| YTD | -0.5% | +0.1% | -0.6% | -1.0% |
| 1Y | +9.2% | +28.2% | -18.9% | +5.2% |
| 3Y | +34.1% | +113.8% | -79.7% | +18.8% |
| 5Y | +17.3% | +131.3% | -114.1% | +1.8% |
| 10Y | +284.9% | +296.7% | -11.8% | +203.9% |
| All | +1,081.6% | +7,123.9% | -6,042.2% | +566.7% |
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 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