+1,186.2%
DOV vs UTHR
+8,658.1%
-7,471.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +3.0% | +5.2% | -2.2% | +2.4% |
| 30D | +8.6% | +9.5% | -0.9% | +7.4% |
| 3M | +1.9% | +17.9% | -16.1% | -0.5% |
| 6M | -1.7% | +2.0% | -3.7% | -2.2% |
| YTD | +8.3% | +21.3% | -13.0% | +5.0% |
| 1Y | +16.6% | +27.9% | -11.3% | +12.2% |
| 3Y | +65.1% | +162.3% | -97.2% | +42.4% |
| 5Y | +29.2% | +190.7% | -161.6% | +8.9% |
| 10Y | +329.7% | +365.5% | -35.8% | +232.0% |
| All | +1,186.2% | +8,658.1% | -7,471.9% | +607.0% |
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