+82.3%
INDA vs UTHR
+313.7%
-231.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.1% |
| 7D | -2.7% | +1.9% | -4.6% | -2.9% |
| 30D | -2.8% | -2.9% | +0.1% | -2.4% |
| 3M | +1.6% | -8.9% | +10.5% | +2.8% |
| 6M | -1.4% | -8.7% | +7.3% | -0.5% |
| YTD | -10.1% | +2.0% | -12.2% | -10.9% |
| 1Y | -8.8% | +22.8% | -31.6% | -12.0% |
| 3Y | +7.6% | +120.6% | -113.0% | -7.8% |
| 5Y | +5.8% | +136.4% | -130.6% | -11.9% |
| All | +82.3% | +313.7% | -231.4% | +27.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling