+836.7%
NOW vs UTHR
+300.0%
+536.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.4% | -2.9% |
| 7D | -2.4% | -5.4% | +3.0% | -1.3% |
| 30D | +20.5% | -6.0% | +26.6% | +21.9% |
| 3M | +18.3% | -11.0% | +29.3% | +20.9% |
| 6M | +24.1% | -0.5% | +24.6% | +23.2% |
| YTD | -7.8% | +0.1% | -7.9% | -8.9% |
| 1Y | -21.4% | +28.2% | -49.6% | -26.6% |
| 3Y | +19.5% | +113.8% | -94.3% | -4.0% |
| 5Y | +4.1% | +131.3% | -127.2% | -20.0% |
| All | +836.7% | +300.0% | +536.7% | +453.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling