+262.4%
INTC vs UTHR
+8,658.1%
-8,395.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.2% | -2.5% |
| 7D | +6.0% | +5.2% | +0.8% | +5.2% |
| 30D | -39.2% | +9.5% | -48.7% | -40.1% |
| 3M | -42.9% | +17.9% | -60.9% | -44.6% |
| 6M | -50.4% | +2.0% | -52.4% | -50.7% |
| YTD | +61.7% | +21.3% | +40.4% | +55.4% |
| 1Y | +66.1% | +27.9% | +38.3% | +58.2% |
| 3Y | +58.1% | +162.3% | -104.2% | +31.3% |
| 5Y | +27.9% | +190.7% | -162.9% | +3.1% |
| 10Y | +111.1% | +365.5% | -254.3% | +53.0% |
| All | +262.4% | +8,658.1% | -8,395.6% | +46.2% |
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