+215.0%
NXPI vs UTHR
+366.4%
-151.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | +9.4% | +4.9% | +4.5% | +8.1% |
| 30D | +18.1% | +9.2% | +8.9% | +15.7% |
| 3M | +15.0% | +15.9% | -0.9% | +10.4% |
| 6M | -8.4% | +2.0% | -10.4% | -9.3% |
| YTD | +24.8% | +21.8% | +3.0% | +17.2% |
| 1Y | +33.3% | +28.6% | +4.7% | +23.3% |
| 3Y | +51.0% | +166.2% | -115.3% | +7.7% |
| 5Y | +34.5% | +191.8% | -157.3% | -9.8% |
| All | +215.0% | +366.4% | -151.4% | +61.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling