+60.6%
DVA vs UTHR
+40.6%
+20.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.2% | +4.6% | +5.6% |
| 7D | +4.7% | +3.8% | +1.0% | +4.2% |
| 30D | +7.8% | +13.4% | -5.6% | +5.9% |
| 3M | -15.5% | +17.3% | -32.8% | -17.5% |
| 6M | +25.0% | +4.7% | +20.3% | +24.1% |
| YTD | +69.6% | +24.9% | +44.7% | +67.4% |
| 1Y | +60.6% | +39.1% | +21.5% | +61.9% |
| All | +60.6% | +40.6% | +20.0% | +61.9% |
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