+3,061.0%
DRI vs UTHR
+7,123.9%
-4,062.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | +0.6% | -5.4% | +6.0% | +1.3% |
| 30D | +3.8% | -6.0% | +9.9% | +4.6% |
| 3M | +13.0% | -11.0% | +24.0% | +14.6% |
| 6M | +8.3% | -0.5% | +8.8% | +8.0% |
| YTD | +20.6% | +0.1% | +20.5% | +20.0% |
| 1Y | +6.5% | +28.2% | -21.7% | +2.4% |
| 3Y | +53.7% | +113.8% | -60.1% | +36.1% |
| 5Y | +72.7% | +131.3% | -58.6% | +49.9% |
| 10Y | +363.2% | +296.7% | +66.4% | +268.5% |
| All | +3,061.0% | +7,123.9% | -4,062.8% | +2,124.9% |
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