+205.7%
NXPI vs UTHR
+321.8%
-116.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.7% |
| 7D | -2.3% | +3.0% | -5.3% | -3.0% |
| 30D | -4.3% | -4.3% | 0.0% | -3.4% |
| 3M | -24.7% | -8.4% | -16.3% | -23.2% |
| 6M | +9.7% | -4.2% | +14.0% | +10.3% |
| YTD | +3.8% | +4.0% | -0.2% | +1.7% |
| 1Y | +1.6% | +25.5% | -23.9% | -5.5% |
| 3Y | +16.0% | +125.1% | -109.1% | -12.3% |
| 5Y | +16.1% | +140.3% | -124.2% | -16.4% |
| All | +205.7% | +321.8% | -116.1% | +73.9% |
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