+25.5%
UTHR vs DAR
+116.5%
-91.0%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.8% |
| 7D | +3.0% | -0.2% | +3.2% | +3.0% |
| 30D | -4.3% | +7.4% | -11.8% | -4.4% |
| 3M | -8.4% | +15.7% | -24.1% | -8.8% |
| 6M | -4.2% | +30.0% | -34.3% | -5.2% |
| YTD | +4.0% | +87.5% | -83.5% | +1.8% |
| 1Y | +25.5% | +113.4% | -87.9% | +22.6% |
| All | +25.5% | +116.5% | -91.0% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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