+6,998.3%
NVO vs UTHR
+7,408.4%
-410.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.5% |
| 7D | -4.7% | +3.0% | -7.7% | -5.0% |
| 30D | -5.4% | -4.3% | -1.1% | -5.1% |
| 3M | +7.0% | -8.4% | +15.3% | +7.9% |
| 6M | +17.6% | -4.2% | +21.8% | +17.9% |
| YTD | -8.0% | +4.0% | -12.1% | -8.7% |
| 1Y | -13.8% | +25.5% | -39.4% | -16.1% |
| 3Y | -50.3% | +125.1% | -175.4% | -54.8% |
| 5Y | +0.7% | +140.3% | -139.7% | -9.6% |
| 10Y | +155.6% | +322.5% | -166.9% | +113.2% |
| All | +6,998.3% | +7,408.4% | -410.2% | +4,389.4% |
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 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