+1,727.4%
NTRA vs UTHR
+182.7%
+1,544.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.4% |
| 7D | +0.2% | +1.9% | -1.7% | -0.5% |
| 30D | +4.1% | -2.9% | +7.0% | +5.1% |
| 3M | +50.0% | -8.9% | +58.9% | +55.2% |
| 6M | +67.3% | -8.7% | +76.0% | +72.3% |
| YTD | +43.6% | +2.0% | +41.6% | +40.8% |
| 1Y | +89.2% | +22.8% | +66.5% | +72.0% |
| 3Y | +502.5% | +120.6% | +381.9% | +302.6% |
| 5Y | +173.8% | +136.4% | +37.3% | +71.5% |
| 10Y | +3,189.3% | +314.4% | +2,874.9% | +1,304.8% |
| All | +1,727.4% | +182.7% | +1,544.7% | +858.5% |
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