-7.8%
NVTS vs UTHR
+156.7%
-164.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.8% | +6.4% |
| 7D | +2.7% | -5.4% | +8.1% | +3.5% |
| 30D | -4.5% | -6.0% | +1.6% | -3.6% |
| 3M | -61.5% | -11.0% | -50.6% | -60.9% |
| 6M | +28.0% | -0.5% | +28.5% | +27.7% |
| YTD | +65.3% | +0.1% | +65.2% | +65.0% |
| 1Y | +113.0% | +28.2% | +84.8% | +108.3% |
| 3Y | +34.7% | +113.8% | -79.1% | +20.2% |
| All | -7.8% | +156.7% | -164.5% | -24.7% |
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