+53.3%
NVS vs UTHR
+121.0%
-67.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | -0.1% |
| 7D | -14.3% | +1.9% | -16.2% | -14.5% |
| 30D | -10.0% | -2.9% | -7.1% | -9.7% |
| 3M | -10.9% | -8.9% | -2.0% | -10.0% |
| 6M | -12.0% | -8.7% | -3.2% | -11.1% |
| YTD | +2.5% | +2.0% | +0.5% | +2.3% |
| 1Y | +10.7% | +22.8% | -12.1% | +8.5% |
| 3Y | +53.3% | +120.6% | -67.3% | +37.6% |
| All | +53.3% | +121.0% | -67.7% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling