+1,069.4%
NI vs UTHR
+7,277.3%
-6,207.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +1.1% |
| 7D | +2.3% | -2.9% | +5.2% | +2.5% |
| 30D | -1.7% | -7.6% | +5.9% | -1.2% |
| 3M | -8.0% | -8.6% | +0.6% | -7.5% |
| 6M | -8.6% | +4.1% | -12.8% | -9.0% |
| YTD | +2.3% | +2.2% | +0.1% | +2.0% |
| 1Y | +6.9% | +26.2% | -19.2% | +5.0% |
| 3Y | +70.6% | +121.2% | -50.6% | +60.0% |
| 5Y | +96.4% | +136.5% | -40.2% | +82.5% |
| 10Y | +136.1% | +300.1% | -164.0% | +109.1% |
| All | +1,069.4% | +7,277.3% | -6,207.9% | +744.2% |
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