+73.3%
INCY vs UTHR
+138.8%
-65.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.0% |
| 7D | -3.7% | +2.8% | -6.5% | -4.3% |
| 30D | +1.8% | -2.3% | +4.1% | +2.3% |
| 3M | +17.0% | -7.4% | +24.4% | +18.9% |
| 6M | +28.4% | -6.0% | +34.4% | +29.8% |
| YTD | +24.8% | +3.4% | +21.4% | +23.1% |
| 1Y | +42.9% | +27.1% | +15.9% | +34.0% |
| 3Y | +92.7% | +123.8% | -31.1% | +50.1% |
| 5Y | +73.3% | +139.6% | -66.3% | +20.8% |
| All | +73.3% | +138.8% | -65.4% | +20.8% |
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 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