+140.4%
UTHR vs NVMI
+256.3%
-115.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.5% |
| 7D | +2.8% | +3.8% | -1.0% | +2.6% |
| 30D | -2.3% | -7.6% | +5.3% | -2.0% |
| 3M | -7.4% | -28.0% | +20.6% | -6.6% |
| 6M | -6.0% | -15.3% | +9.3% | -5.9% |
| YTD | +3.4% | +11.5% | -8.1% | +2.2% |
| 1Y | +27.1% | +31.6% | -4.5% | +24.6% |
| 3Y | +123.8% | +207.0% | -83.2% | +95.7% |
| All | +140.4% | +256.3% | -115.9% | +105.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling