+2,652.6%
INTU vs UTHR
+8,724.6%
-6,072.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.5% |
| 7D | -3.9% | -2.1% | -1.8% | -3.7% |
| 30D | +12.0% | +8.3% | +3.7% | +10.5% |
| 3M | +2.3% | +15.5% | -13.2% | -0.2% |
| 6M | -12.1% | +4.5% | -16.6% | -13.1% |
| YTD | -47.5% | +22.2% | -69.8% | -49.7% |
| 1Y | -46.9% | +29.7% | -76.6% | -49.6% |
| 3Y | -33.5% | +167.3% | -200.8% | -45.4% |
| 5Y | -41.2% | +196.5% | -237.7% | -53.1% |
| 10Y | +233.5% | +369.0% | -135.5% | +138.2% |
| All | +2,652.6% | +8,724.6% | -6,072.0% | +906.2% |
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