+3,684.3%
PANW vs UTHR
+851.4%
+2,832.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.3% | -0.9% |
| 7D | +2.0% | +3.0% | -1.0% | +1.4% |
| 30D | -13.0% | -4.3% | -8.7% | -12.2% |
| 3M | +28.6% | -8.4% | +37.0% | +30.7% |
| 6M | +103.0% | -4.2% | +107.2% | +103.7% |
| YTD | +81.9% | +4.0% | +77.9% | +78.6% |
| 1Y | +69.6% | +25.5% | +44.1% | +59.5% |
| 3Y | +169.4% | +125.1% | +44.3% | +115.4% |
| 5Y | +331.0% | +140.3% | +190.7% | +229.4% |
| 10Y | +1,292.3% | +322.5% | +969.8% | +750.1% |
| All | +3,684.3% | +851.4% | +2,832.9% | +1,805.7% |
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