+1,747.1%
NXPI vs UTHR
+870.9%
+876.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +1.9% | -5.4% | +7.3% | +3.5% |
| 30D | -1.4% | -6.0% | +4.6% | +0.2% |
| 3M | -29.1% | -11.0% | -18.1% | -26.8% |
| 6M | +6.2% | -0.5% | +6.7% | +5.4% |
| YTD | +5.9% | +0.1% | +5.8% | +4.5% |
| 1Y | +2.9% | +28.2% | -25.3% | -6.4% |
| 3Y | +14.5% | +113.8% | -99.3% | -15.9% |
| 5Y | +17.1% | +131.3% | -114.3% | -18.7% |
| 10Y | +193.4% | +296.7% | -103.4% | +53.8% |
| All | +1,747.1% | +870.9% | +876.1% | +433.6% |
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