+575.6%
NUE vs UTHR
+313.7%
+261.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.8% |
| 7D | -0.6% | +1.9% | -2.6% | -1.0% |
| 30D | -4.6% | -2.9% | -1.7% | -4.1% |
| 3M | -0.3% | -8.9% | +8.5% | +1.3% |
| 6M | +51.9% | -8.7% | +60.6% | +53.9% |
| YTD | +60.0% | +2.0% | +58.0% | +57.9% |
| 1Y | +82.9% | +22.8% | +60.1% | +73.4% |
| 3Y | +66.0% | +120.6% | -54.6% | +32.8% |
| 5Y | +149.0% | +136.4% | +12.5% | +90.8% |
| All | +575.6% | +313.7% | +261.9% | +285.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling