+569.9%
PNR vs UTHR
+7,277.3%
-6,707.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.1% | -4.8% | -2.9% |
| 7D | -3.0% | -2.9% | -0.2% | -2.7% |
| 30D | -14.9% | -7.6% | -7.3% | -14.1% |
| 3M | -19.0% | -8.6% | -10.5% | -18.2% |
| 6M | -35.9% | +4.1% | -40.1% | -36.5% |
| YTD | -43.1% | +2.2% | -45.4% | -43.6% |
| 1Y | -46.4% | +26.2% | -72.6% | -48.4% |
| 3Y | -10.8% | +121.2% | -132.0% | -21.8% |
| 5Y | -18.9% | +136.5% | -155.4% | -30.2% |
| 10Y | +64.4% | +300.1% | -235.7% | +28.1% |
| All | +569.9% | +7,277.3% | -6,707.4% | +253.8% |
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