-25.1%
NOW vs UTHR
+190.6%
-215.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +1.9% | +1.6% |
| 7D | +0.3% | +5.2% | -4.9% | -0.3% |
| 30D | -27.0% | +9.5% | -36.4% | -27.7% |
| 3M | -19.6% | +17.9% | -37.6% | -21.1% |
| 6M | +17.5% | +2.0% | +15.5% | +16.9% |
| YTD | -33.3% | +21.3% | -54.6% | -35.1% |
| 1Y | -39.8% | +27.9% | -67.7% | -42.0% |
| 3Y | -19.9% | +162.3% | -182.3% | -31.0% |
| All | -25.1% | +190.6% | -215.7% | -36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling