+4.6%
NOK vs UTHR
+7,277.3%
-7,272.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.1% | +4.1% | +5.8% |
| 7D | +7.3% | -2.9% | +10.1% | +7.8% |
| 30D | +13.8% | -7.6% | +21.4% | +15.3% |
| 3M | -27.0% | -8.6% | -18.4% | -26.0% |
| 6M | +37.6% | +4.1% | +33.5% | +36.0% |
| YTD | +64.6% | +2.2% | +62.4% | +63.0% |
| 1Y | +132.0% | +26.2% | +105.8% | +120.5% |
| 3Y | +183.7% | +121.2% | +62.5% | +137.0% |
| 5Y | +101.3% | +136.5% | -35.3% | +64.2% |
| 10Y | +122.4% | +300.1% | -177.7% | +57.4% |
| All | +4.6% | +7,277.3% | -7,272.7% | -57.7% |
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