-3.1%
NVO vs UTHR
+135.8%
-138.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.9% |
| 7D | -7.6% | +1.9% | -9.5% | -7.9% |
| 30D | -6.0% | -2.9% | -3.1% | -5.6% |
| 3M | -0.8% | -8.9% | +8.1% | +0.7% |
| 6M | +16.5% | -8.7% | +25.2% | +17.9% |
| YTD | -11.1% | +2.0% | -13.1% | -11.8% |
| 1Y | -16.7% | +22.8% | -39.5% | -19.9% |
| 3Y | -52.9% | +120.6% | -173.5% | -60.4% |
| All | -3.1% | +135.8% | -138.9% | -19.4% |
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