+790.0%
NOW vs UTHR
+308.5%
+481.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.1% | -7.1% | -5.4% |
| 7D | -6.1% | -2.9% | -3.2% | -5.6% |
| 30D | +7.5% | -7.6% | +15.1% | +9.0% |
| 3M | +17.5% | -8.6% | +26.1% | +19.5% |
| 6M | +7.9% | +4.1% | +3.8% | +6.2% |
| YTD | -12.4% | +2.2% | -14.6% | -13.8% |
| 1Y | -28.6% | +26.2% | -54.8% | -33.0% |
| 3Y | +11.8% | +121.2% | -109.4% | -10.9% |
| 5Y | +2.6% | +136.5% | -133.9% | -21.5% |
| 10Y | +790.0% | +300.1% | +489.9% | +423.8% |
| All | +790.0% | +308.5% | +481.4% | +423.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling