+49.2%
NTRS vs UTHR
+25.4%
+23.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.2% |
| 7D | +1.4% | +1.9% | -0.6% | +1.2% |
| 30D | -0.7% | -2.9% | +2.2% | -0.4% |
| 3M | +11.3% | -8.9% | +20.2% | +12.2% |
| 6M | +35.5% | -8.7% | +44.3% | +36.6% |
| YTD | +40.6% | +2.0% | +38.6% | +39.9% |
| 1Y | +49.2% | +22.8% | +26.4% | +51.9% |
| All | +49.2% | +25.4% | +23.8% | +51.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling