+70.4%
DRI vs UTHR
+139.1%
-68.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -4.0% | -2.1% |
| 7D | -1.2% | -2.9% | +1.6% | -0.9% |
| 30D | -0.4% | -7.6% | +7.2% | +0.5% |
| 3M | +9.5% | -8.6% | +18.1% | +10.6% |
| 6M | +6.5% | +4.1% | +2.3% | +5.6% |
| YTD | +18.4% | +2.2% | +16.2% | +17.5% |
| 1Y | +4.2% | +26.2% | -22.0% | +0.5% |
| 3Y | +57.1% | +121.2% | -64.1% | +38.6% |
| 5Y | +70.4% | +136.5% | -66.1% | +51.4% |
| All | +70.4% | +139.1% | -68.6% | +51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling