+230.2%
NXT vs UTHR
+135.1%
+95.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | -5.7% | -2.1% | -3.6% | -5.5% |
| 30D | +18.5% | +8.3% | +10.3% | +17.5% |
| 3M | -4.1% | +15.5% | -19.6% | -5.8% |
| 6M | -20.3% | +4.5% | -24.9% | -20.8% |
| YTD | +15.5% | +22.2% | -6.8% | +12.6% |
| 1Y | -5.0% | +29.7% | -34.7% | -8.0% |
| 3Y | +191.6% | +167.3% | +24.3% | +148.9% |
| All | +230.2% | +135.1% | +95.2% | +184.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling