+51.6%
IBIT vs UTHR
+169.7%
-118.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.4% |
| 7D | -6.2% | +4.9% | -11.1% | -6.7% |
| 30D | -14.4% | +9.2% | -23.5% | -15.2% |
| 3M | +12.5% | +15.9% | -3.5% | +10.4% |
| 6M | -11.9% | +2.0% | -13.9% | -12.2% |
| YTD | -18.7% | +21.8% | -40.5% | -20.7% |
| 1Y | -29.9% | +28.6% | -58.5% | -32.0% |
| All | +51.6% | +169.7% | -118.1% | +36.4% |
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