+1,559.9%
UTHR vs NVMI
+1,995.1%
-435.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +2.0% |
| 7D | -2.9% | +11.7% | -14.6% | -3.7% |
| 30D | -7.6% | -4.0% | -3.5% | -7.4% |
| 3M | -8.6% | -25.8% | +17.2% | -7.0% |
| 6M | +4.1% | -8.3% | +12.5% | +3.9% |
| YTD | +2.2% | +14.8% | -12.6% | 0.0% |
| 1Y | +26.2% | +37.9% | -11.7% | +21.4% |
| 3Y | +121.2% | +216.3% | -95.1% | +94.6% |
| 5Y | +136.5% | +277.2% | -140.6% | +102.7% |
| 10Y | +300.1% | +3,074.3% | -2,774.2% | +189.8% |
| All | +1,559.9% | +1,995.1% | -435.2% | +1,155.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling