+1,248.2%
PANW vs UTHR
+313.7%
+934.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.1% |
| 7D | -0.8% | +1.9% | -2.7% | -1.1% |
| 30D | -14.6% | -2.9% | -11.7% | -14.1% |
| 3M | +18.3% | -8.9% | +27.1% | +20.1% |
| 6M | +100.5% | -8.7% | +109.2% | +102.8% |
| YTD | +79.5% | +2.0% | +77.5% | +77.2% |
| 1Y | +66.7% | +22.8% | +43.9% | +58.5% |
| 3Y | +161.2% | +120.6% | +40.6% | +114.8% |
| 5Y | +322.2% | +136.4% | +185.8% | +231.6% |
| All | +1,248.2% | +313.7% | +934.5% | +709.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling