+2,490.2%
NVDL vs UTHR
+77.5%
+2,412.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.2% | -0.2% |
| 7D | -10.3% | +1.9% | -12.3% | -10.3% |
| 30D | -7.1% | -2.9% | -4.3% | -7.1% |
| 3M | +6.6% | -8.9% | +15.4% | +6.6% |
| 6M | +21.1% | -8.7% | +29.8% | +21.2% |
| YTD | +15.2% | +2.0% | +13.2% | +15.4% |
| 1Y | +18.8% | +22.8% | -4.0% | +19.7% |
| 3Y | +649.9% | +120.6% | +529.3% | +762.8% |
| All | +2,490.2% | +77.5% | +2,412.6% | +2,648.9% |
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 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