+237.9%
INTU vs UTHR
+349.3%
-111.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.5% |
| 7D | -1.2% | -2.1% | +0.9% | -0.9% |
| 30D | +12.4% | +7.2% | +5.3% | +11.1% |
| 3M | +2.3% | +11.1% | -8.9% | +0.2% |
| 6M | -13.3% | +4.2% | -17.5% | -14.3% |
| YTD | -47.9% | +20.8% | -68.7% | -50.2% |
| 1Y | -47.2% | +29.7% | -76.8% | -50.2% |
| 3Y | -33.9% | +164.1% | -198.0% | -48.6% |
| 5Y | -41.3% | +190.7% | -232.0% | -56.4% |
| 10Y | +237.9% | +355.4% | -117.5% | +112.2% |
| All | +237.9% | +349.3% | -111.4% | +112.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling