+344.0%
DVN vs UTHR
+7,277.3%
-6,933.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | +0.4% |
| 7D | -1.3% | -2.9% | +1.5% | -0.9% |
| 30D | +12.6% | -7.6% | +20.2% | +13.9% |
| 3M | +8.1% | -8.6% | +16.7% | +9.5% |
| 6M | +10.2% | +4.1% | +6.0% | +8.9% |
| YTD | +33.8% | +2.2% | +31.6% | +32.2% |
| 1Y | +43.9% | +26.2% | +17.7% | +37.5% |
| 3Y | +1.7% | +121.2% | -119.5% | -12.6% |
| 5Y | +119.6% | +136.5% | -16.9% | +84.3% |
| 10Y | +53.7% | +300.1% | -246.4% | +17.3% |
| All | +344.0% | +7,277.3% | -6,933.4% | +131.1% |
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