+0.2%
DTE vs UTHR
+25.4%
-25.2%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.3% |
| 7D | -2.6% | +1.9% | -4.5% | -2.6% |
| 30D | -4.4% | -2.9% | -1.5% | -4.3% |
| 3M | -8.3% | -8.9% | +0.5% | -8.0% |
| 6M | -8.1% | -8.7% | +0.7% | -7.8% |
| YTD | +4.4% | +2.0% | +2.4% | +4.7% |
| 1Y | +0.2% | +22.8% | -22.6% | -0.9% |
| All | +0.2% | +25.4% | -25.2% | -0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling