-10.5%
ISRG vs UTHR
+40.6%
-51.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.2% | +8.2% | +9.3% |
| 7D | +8.5% | +3.8% | +4.8% | +8.2% |
| 30D | +18.6% | +13.4% | +5.2% | +17.3% |
| 3M | +30.9% | +17.3% | +13.6% | +29.3% |
| 6M | +6.6% | +4.7% | +1.9% | +7.0% |
| YTD | -14.9% | +24.9% | -39.8% | -17.2% |
| 1Y | -10.5% | +39.1% | -49.7% | -15.0% |
| All | -10.5% | +40.6% | -51.1% | -15.0% |
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