+36.3%
DVA vs UTHR
+25.4%
+10.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.3% |
| 7D | -1.3% | +1.9% | -3.3% | -1.5% |
| 30D | 0.0% | -2.9% | +2.9% | +0.3% |
| 3M | -10.9% | -8.9% | -2.1% | -9.9% |
| 6M | +17.3% | -8.7% | +26.0% | +19.4% |
| YTD | +59.8% | +2.0% | +57.8% | +62.0% |
| 1Y | +36.3% | +22.8% | +13.5% | +37.0% |
| All | +36.3% | +25.4% | +10.9% | +37.0% |
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