+2,560.3%
INTU vs UTHR
+7,123.9%
-4,563.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.8% | -3.3% |
| 7D | -7.1% | -5.4% | -1.7% | -6.3% |
| 30D | +1.5% | -6.0% | +7.5% | +2.4% |
| 3M | +10.7% | -11.0% | +21.6% | +12.6% |
| 6M | -23.8% | -0.5% | -23.3% | -24.3% |
| YTD | -49.3% | +0.1% | -49.4% | -49.7% |
| 1Y | -49.7% | +28.2% | -77.8% | -52.2% |
| 3Y | -38.0% | +113.8% | -151.8% | -47.3% |
| 5Y | -38.7% | +131.3% | -170.0% | -49.1% |
| 10Y | +221.3% | +296.7% | -75.4% | +135.7% |
| All | +2,560.3% | +7,123.9% | -4,563.5% | +905.6% |
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