+121.8%
INDA vs UTHR
+1,075.3%
-953.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +1.1% | +5.2% | -4.1% | +0.4% |
| 30D | +9.4% | +9.5% | -0.1% | +8.0% |
| 3M | +2.9% | +17.9% | -15.0% | +0.4% |
| 6M | +7.2% | +2.0% | +5.2% | +6.6% |
| YTD | -4.8% | +21.3% | -26.1% | -8.0% |
| 1Y | -5.1% | +27.9% | -32.9% | -9.0% |
| 3Y | +16.7% | +162.3% | -145.7% | -1.8% |
| 5Y | +8.8% | +190.7% | -182.0% | -11.2% |
| 10Y | +116.2% | +365.5% | -249.3% | +55.4% |
| All | +121.8% | +1,075.3% | -953.5% | +30.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling