+1,183.2%
DOV vs UTHR
+8,689.8%
-7,506.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +3.4% | +4.9% | -1.5% | +2.8% |
| 30D | +8.8% | +9.2% | -0.4% | +7.6% |
| 3M | +0.9% | +15.9% | -15.0% | -1.1% |
| 6M | -2.8% | +2.0% | -4.8% | -3.4% |
| YTD | +8.1% | +21.8% | -13.7% | +4.7% |
| 1Y | +15.2% | +28.6% | -13.3% | +10.9% |
| 3Y | +64.5% | +166.2% | -101.7% | +41.6% |
| 5Y | +28.9% | +191.8% | -162.9% | +8.6% |
| 10Y | +328.7% | +367.2% | -38.5% | +231.1% |
| All | +1,183.2% | +8,689.8% | -7,506.5% | +605.0% |
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 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