+124.3%
DVN vs UTHR
+138.8%
-14.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.2% |
| 7D | +2.5% | +2.8% | -0.3% | +2.2% |
| 30D | +10.2% | -2.3% | +12.4% | +10.4% |
| 3M | +8.1% | -7.4% | +15.5% | +8.9% |
| 6M | +15.9% | -6.0% | +21.8% | +16.2% |
| YTD | +38.2% | +3.4% | +34.8% | +36.7% |
| 1Y | +44.5% | +27.1% | +17.4% | +38.9% |
| 3Y | +5.1% | +123.8% | -118.7% | -8.4% |
| 5Y | +124.3% | +139.6% | -15.3% | +87.7% |
| All | +124.3% | +138.8% | -14.4% | +87.7% |
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