+179.9%
INTC vs UTHR
+125.3%
+54.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.5% |
| 7D | +18.0% | +3.0% | +15.0% | +17.6% |
| 30D | +8.9% | -4.3% | +13.3% | +9.5% |
| 3M | -1.6% | -8.4% | +6.8% | -0.6% |
| 6M | +133.1% | -4.2% | +137.3% | +133.2% |
| YTD | +187.9% | +4.0% | +183.9% | +184.1% |
| 1Y | +334.7% | +25.5% | +309.2% | +316.6% |
| All | +179.9% | +125.3% | +54.6% | +167.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling