+173.5%
NTRA vs UTHR
+135.8%
+37.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.2% |
| 7D | +0.2% | +1.9% | -1.7% | -0.2% |
| 30D | +4.1% | -2.9% | +7.0% | +4.8% |
| 3M | +50.0% | -8.9% | +58.9% | +53.2% |
| 6M | +67.3% | -8.7% | +76.0% | +70.5% |
| YTD | +43.6% | +2.0% | +41.6% | +42.2% |
| 1Y | +89.2% | +22.8% | +66.5% | +79.4% |
| 3Y | +502.5% | +120.6% | +381.9% | +372.2% |
| All | +173.5% | +135.8% | +37.8% | +117.5% |
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 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