+87.8%
DT vs UTHR
+627.2%
-539.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.1% |
| 7D | +3.1% | +5.2% | -2.1% | +2.1% |
| 30D | -29.5% | +9.5% | -39.0% | -30.8% |
| 3M | -11.7% | +17.9% | -29.7% | -14.8% |
| 6M | +29.0% | +2.0% | +27.0% | +27.9% |
| YTD | +3.4% | +21.3% | -18.0% | -2.1% |
| 1Y | -4.2% | +27.9% | -32.1% | -10.5% |
| 3Y | -12.8% | +162.3% | -175.2% | -36.0% |
| 5Y | -39.6% | +190.7% | -230.3% | -59.1% |
| All | +87.8% | +627.2% | -539.4% | -24.8% |
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 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