+1,040.6%
NBIS vs UTHR
+37.3%
+1,003.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -5.0% |
| 7D | +8.3% | +2.8% | +5.5% | +7.9% |
| 30D | +18.1% | -2.3% | +20.3% | +18.3% |
| 3M | +7.8% | -7.4% | +15.2% | +8.8% |
| 6M | +136.6% | -6.0% | +142.5% | +138.1% |
| YTD | +172.5% | +3.4% | +169.1% | +168.7% |
| 1Y | +144.3% | +27.1% | +117.2% | +132.1% |
| All | +1,040.6% | +37.3% | +1,003.3% | +937.5% |
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 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