+39.1%
UTHR vs NVMI
-11.6%
+50.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +1.2% |
| 7D | +3.8% | -11.8% | +15.5% | +3.6% |
| 30D | +13.4% | -24.8% | +38.3% | +13.2% |
| 3M | +17.3% | -28.6% | +45.9% | +17.1% |
| 6M | +4.7% | -40.0% | +44.7% | +4.7% |
| YTD | +24.9% | -10.1% | +34.9% | +25.7% |
| 1Y | +39.1% | -9.8% | +48.9% | +40.2% |
| All | +39.1% | -11.6% | +50.7% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 1y: compounded portfolio wealth divided by compounded NVMI 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…
1y analysis · Full analysis span regression · 6 months rolling