+6.0%
INDA vs UTHR
+140.7%
-134.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.6% | -1.0% |
| 7D | -2.6% | +3.0% | -5.6% | -2.8% |
| 30D | -2.9% | -4.3% | +1.4% | -2.6% |
| 3M | +2.4% | -8.4% | +10.8% | +3.0% |
| 6M | -2.6% | -4.2% | +1.6% | -2.4% |
| YTD | -10.0% | +4.0% | -14.0% | -10.5% |
| 1Y | -7.7% | +25.5% | -33.2% | -9.7% |
| 3Y | +8.9% | +125.1% | -116.2% | -1.5% |
| 5Y | +6.0% | +140.3% | -134.3% | -5.4% |
| All | +6.0% | +140.7% | -134.8% | -5.4% |
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