+35.9%
DRI vs UTHR
+31.0%
+4.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.5% | -0.5% |
| 7D | +4.2% | -2.1% | +6.3% | +4.3% |
| 30D | +15.7% | +7.2% | +8.5% | +15.4% |
| 3M | +5.8% | +11.1% | -5.4% | +5.5% |
| 6M | +18.4% | +4.2% | +14.2% | +18.8% |
| YTD | +28.2% | +20.8% | +7.4% | +28.4% |
| 1Y | +35.9% | +29.7% | +6.2% | +31.8% |
| All | +35.9% | +31.0% | +4.9% | +31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling