+1,193.9%
NI vs UTHR
+8,658.1%
-7,464.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | +4.3% | +5.2% | -0.9% | +4.0% |
| 30D | +12.4% | +9.5% | +2.9% | +11.7% |
| 3M | +10.2% | +17.9% | -7.8% | +8.9% |
| 6M | -0.8% | +2.0% | -2.8% | -1.1% |
| YTD | +13.2% | +21.3% | -8.1% | +11.4% |
| 1Y | +10.1% | +27.9% | -17.8% | +8.0% |
| 3Y | +103.1% | +162.3% | -59.2% | +88.2% |
| 5Y | +115.5% | +190.7% | -75.2% | +97.6% |
| 10Y | +195.5% | +365.5% | -170.0% | +158.9% |
| All | +1,193.9% | +8,658.1% | -7,464.2% | +822.9% |
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