+338.7%
DRI vs UTHR
+349.3%
-10.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.5% | -0.7% |
| 7D | +4.2% | -2.1% | +6.3% | +4.7% |
| 30D | +15.7% | +7.2% | +8.5% | +13.7% |
| 3M | +5.8% | +11.1% | -5.4% | +2.5% |
| 6M | +18.4% | +4.2% | +14.2% | +16.5% |
| YTD | +28.2% | +20.8% | +7.4% | +20.5% |
| 1Y | +35.9% | +29.7% | +6.2% | +25.4% |
| 3Y | +67.7% | +164.1% | -96.4% | +20.9% |
| 5Y | +77.9% | +190.7% | -112.8% | +20.0% |
| 10Y | +338.7% | +355.4% | -16.7% | +117.8% |
| All | +338.7% | +349.3% | -10.6% | +117.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling