-49.7%
INTU vs UTHR
+23.3%
-72.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.8% | -3.4% |
| 7D | -7.1% | -5.4% | -1.7% | -7.3% |
| 30D | +1.5% | -6.0% | +7.5% | +1.2% |
| 3M | +10.7% | -11.0% | +21.6% | +10.2% |
| 6M | -23.8% | -0.5% | -23.3% | -24.5% |
| YTD | -49.3% | +0.1% | -49.4% | -50.3% |
| 1Y | -49.7% | +28.2% | -77.8% | -50.7% |
| All | -49.7% | +23.3% | -72.9% | -50.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling