+141.9%
IAU vs UTHR
+140.7%
+1.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.8% |
| 7D | +0.2% | +3.0% | -2.8% | +0.1% |
| 30D | +0.2% | -4.3% | +4.5% | +0.4% |
| 3M | +3.3% | -8.4% | +11.6% | +3.6% |
| 6M | -14.6% | -4.2% | -10.3% | -14.5% |
| YTD | +1.9% | +4.0% | -2.1% | +1.7% |
| 1Y | +20.9% | +25.5% | -4.6% | +19.9% |
| 3Y | +127.5% | +125.1% | +2.4% | +121.1% |
| 5Y | +141.9% | +140.3% | +1.6% | +135.0% |
| All | +141.9% | +140.7% | +1.2% | +135.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling