+3,225.9%
DRI vs UTHR
+8,226.2%
-5,000.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.9% |
| 7D | +2.8% | -6.1% | +8.9% | +3.6% |
| 30D | +13.3% | +3.1% | +10.1% | +12.7% |
| 3M | +8.2% | +5.5% | +2.7% | +7.1% |
| 6M | +17.5% | -5.8% | +23.4% | +18.0% |
| YTD | +26.9% | +15.3% | +11.6% | +23.7% |
| 1Y | +31.6% | +23.8% | +7.8% | +27.0% |
| 3Y | +67.0% | +146.3% | -79.3% | +45.0% |
| 5Y | +72.9% | +177.8% | -104.9% | +46.3% |
| 10Y | +371.3% | +392.4% | -21.1% | +264.9% |
| All | +3,225.9% | +8,226.2% | -5,000.3% | +2,193.7% |
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