+187.5%
NVT vs UTHR
+121.0%
+66.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.3% | +6.0% | +4.8% |
| 7D | +4.1% | +1.9% | +2.1% | +3.8% |
| 30D | -5.1% | -2.9% | -2.3% | -4.8% |
| 3M | -1.2% | -8.9% | +7.7% | -0.1% |
| 6M | +46.6% | -8.7% | +55.3% | +47.9% |
| YTD | +60.0% | +2.0% | +58.0% | +58.5% |
| 1Y | +70.8% | +22.8% | +48.0% | +64.2% |
| 3Y | +187.5% | +120.6% | +66.9% | +152.4% |
| All | +187.5% | +121.0% | +66.6% | +152.4% |
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 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