-25.3%
NRG vs UTHR
+1.8%
-27.1%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.8% | -5.3% | -3.3% |
| 7D | +3.9% | +3.0% | +0.8% | +4.2% |
| 30D | -3.0% | -4.3% | +1.3% | -3.2% |
| 3M | -10.9% | -8.4% | -2.5% | -11.3% |
| 6M | -25.3% | -4.2% | -21.1% | -22.8% |
| All | -25.3% | +1.8% | -27.1% | -22.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling