+2,030.0%
NXPI vs UTHR
+1,072.1%
+957.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.7% |
| 7D | -0.5% | -2.1% | +1.6% | +0.2% |
| 30D | +15.0% | +7.2% | +7.8% | +12.8% |
| 3M | +12.6% | +11.1% | +1.4% | +8.6% |
| 6M | -10.6% | +4.2% | -14.7% | -12.2% |
| YTD | +22.1% | +20.8% | +1.3% | +13.7% |
| 1Y | +29.8% | +29.7% | +0.1% | +18.1% |
| 3Y | +47.8% | +164.1% | -116.4% | +1.7% |
| 5Y | +33.9% | +190.7% | -156.8% | -13.5% |
| 10Y | +208.7% | +355.4% | -146.7% | +56.2% |
| All | +2,030.0% | +1,072.1% | +957.9% | +480.2% |
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