-59.8%
NIO vs UTHR
+166.1%
-226.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.6% | -4.9% |
| 7D | -14.5% | +5.2% | -19.6% | -14.9% |
| 30D | -15.0% | +9.5% | -24.4% | -15.7% |
| 3M | -35.6% | +17.9% | -53.5% | -36.7% |
| 6M | -55.7% | +2.0% | -57.7% | -55.9% |
| YTD | -43.1% | +21.3% | -64.5% | -44.4% |
| 1Y | -53.5% | +27.9% | -81.4% | -54.7% |
| 3Y | -59.8% | +162.3% | -222.2% | -70.3% |
| All | -59.8% | +166.1% | -226.0% | -70.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling