-41.7%
INTU vs UTHR
+139.1%
-180.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.3% | -4.3% |
| 7D | -7.5% | -2.9% | -4.7% | -7.3% |
| 30D | -1.9% | -7.6% | +5.6% | -1.3% |
| 3M | +4.9% | -8.6% | +13.4% | +5.6% |
| 6M | -33.2% | +4.1% | -37.4% | -33.8% |
| YTD | -51.4% | +2.2% | -53.6% | -51.9% |
| 1Y | -52.0% | +26.2% | -78.2% | -53.6% |
| 3Y | -40.7% | +121.2% | -161.9% | -49.5% |
| 5Y | -41.7% | +136.5% | -178.3% | -51.1% |
| All | -41.7% | +139.1% | -180.8% | -51.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling