+47.4%
DVA vs UTHR
+138.8%
-91.4%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | -0.2% | +2.8% | -3.0% | -0.4% |
| 30D | +1.7% | -2.3% | +3.9% | +1.8% |
| 3M | -8.7% | -7.4% | -1.3% | -8.1% |
| 6M | +19.7% | -6.0% | +25.6% | +20.3% |
| YTD | +59.6% | +3.4% | +56.2% | +59.2% |
| 1Y | +37.1% | +27.1% | +10.0% | +34.7% |
| 3Y | +89.8% | +123.8% | -34.0% | +74.5% |
| 5Y | +47.4% | +139.6% | -92.3% | +27.3% |
| All | +47.4% | +138.8% | -91.4% | +27.3% |
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