+2,643.4%
INTU vs UTHR
+8,226.2%
-5,582.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.7% | -3.1% | -3.7% |
| 7D | +0.1% | -6.1% | +6.2% | +1.1% |
| 30D | +15.4% | +3.1% | +12.3% | +14.8% |
| 3M | +6.6% | +5.5% | +1.1% | +5.4% |
| 6M | -11.3% | -5.8% | -5.5% | -10.9% |
| YTD | -47.7% | +15.3% | -63.1% | -49.4% |
| 1Y | -47.0% | +23.8% | -70.8% | -49.3% |
| 3Y | -29.9% | +146.3% | -176.2% | -41.8% |
| 5Y | -42.2% | +177.8% | -220.0% | -53.4% |
| 10Y | +251.7% | +392.4% | -140.7% | +149.2% |
| All | +2,643.4% | +8,226.2% | -5,582.8% | +912.3% |
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