+10.1%
NEE vs UTHR
+140.7%
-130.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.6% |
| 7D | -0.5% | +3.0% | -3.5% | -0.8% |
| 30D | -1.7% | -4.3% | +2.6% | -1.3% |
| 3M | -1.8% | -8.4% | +6.5% | -1.1% |
| 6M | -8.8% | -4.2% | -4.6% | -8.6% |
| YTD | +5.2% | +4.0% | +1.2% | +4.5% |
| 1Y | +21.3% | +25.5% | -4.2% | +18.1% |
| 3Y | +35.2% | +125.1% | -89.9% | +17.5% |
| 5Y | +10.1% | +140.3% | -130.2% | -5.0% |
| All | +10.1% | +140.7% | -130.6% | -5.0% |
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