-52.7%
INTU vs UTHR
+28.4%
-81.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.3% | -1.5% |
| 7D | -8.5% | +3.0% | -11.5% | -8.3% |
| 30D | -6.1% | -4.3% | -1.8% | -6.3% |
| 3M | +7.3% | -8.4% | +15.7% | +7.1% |
| 6M | -33.2% | -4.2% | -29.0% | -33.7% |
| YTD | -52.2% | +4.0% | -56.2% | -53.0% |
| 1Y | -52.7% | +25.5% | -78.2% | -53.0% |
| All | -52.7% | +28.4% | -81.1% | -53.0% |
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