+95.7%
NTR vs UTHR
+241.0%
-145.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | -0.2% |
| 7D | +0.5% | +3.0% | -2.5% | +0.1% |
| 30D | +21.7% | -4.3% | +26.0% | +22.5% |
| 3M | +22.8% | -8.4% | +31.1% | +24.3% |
| 6M | +8.2% | -4.2% | +12.4% | +8.6% |
| YTD | +32.9% | +4.0% | +28.9% | +31.1% |
| 1Y | +45.3% | +25.5% | +19.8% | +38.6% |
| 3Y | +41.7% | +125.1% | -83.5% | +16.5% |
| 5Y | +49.8% | +140.3% | -90.5% | +17.9% |
| All | +95.7% | +241.0% | -145.3% | +15.5% |
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