-39.9%
DT vs UTHR
+196.1%
-236.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.1% | -1.2% |
| 7D | -7.5% | -2.1% | -5.4% | -7.3% |
| 30D | -31.5% | +7.2% | -38.7% | -31.9% |
| 3M | -14.0% | +11.1% | -25.1% | -14.8% |
| 6M | +6.9% | +4.2% | +2.7% | +6.4% |
| YTD | +0.3% | +20.8% | -20.5% | -1.9% |
| 1Y | -6.9% | +29.7% | -36.6% | -9.7% |
| 3Y | -13.9% | +164.1% | -178.0% | -24.5% |
| 5Y | -39.9% | +190.7% | -230.6% | -49.2% |
| All | -39.9% | +196.1% | -236.0% | -49.2% |
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