+3,706.7%
DVA vs UTHR
+7,123.9%
-3,417.2%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.3% |
| 7D | +1.8% | -5.4% | +7.2% | +2.4% |
| 30D | -2.5% | -6.0% | +3.6% | -1.9% |
| 3M | -4.3% | -11.0% | +6.7% | -3.2% |
| 6M | +18.9% | -0.5% | +19.4% | +18.8% |
| YTD | +61.9% | +0.1% | +61.9% | +61.5% |
| 1Y | +35.7% | +28.2% | +7.6% | +31.8% |
| 3Y | +78.6% | +113.8% | -35.2% | +62.3% |
| 5Y | +39.2% | +131.3% | -92.1% | +24.3% |
| 10Y | +184.0% | +296.7% | -112.7% | +135.4% |
| All | +3,706.7% | +7,123.9% | -3,417.2% | +2,190.5% |
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