+145.1%
NUE vs UTHR
+138.8%
+6.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.9% |
| 7D | -2.7% | +2.8% | -5.4% | -3.0% |
| 30D | -6.1% | -2.3% | -3.8% | -5.9% |
| 3M | +2.2% | -7.4% | +9.6% | +3.0% |
| 6M | +50.8% | -6.0% | +56.7% | +51.4% |
| YTD | +57.5% | +3.4% | +54.1% | +56.3% |
| 1Y | +82.5% | +27.1% | +55.4% | +76.6% |
| 3Y | +61.7% | +123.8% | -62.1% | +42.4% |
| 5Y | +145.1% | +139.6% | +5.5% | +108.3% |
| All | +145.1% | +138.8% | +6.4% | +108.3% |
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