+613.1%
NTRS vs UTHR
+7,364.6%
-6,751.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +1.9% | +1.4% |
| 7D | +0.3% | +2.8% | -2.4% | -0.1% |
| 30D | +0.2% | -2.3% | +2.4% | +0.4% |
| 3M | +13.2% | -7.4% | +20.6% | +14.4% |
| 6M | +36.9% | -6.0% | +42.9% | +37.8% |
| YTD | +39.1% | +3.4% | +35.7% | +37.6% |
| 1Y | +50.4% | +27.1% | +23.4% | +43.9% |
| 3Y | +166.8% | +123.8% | +43.0% | +128.7% |
| 5Y | +92.9% | +139.6% | -46.8% | +62.0% |
| 10Y | +255.7% | +320.0% | -64.4% | +166.0% |
| All | +613.1% | +7,364.6% | -6,751.5% | +334.5% |
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