+503.6%
IBKR vs UTHR
+135.8%
+367.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +2.4% |
| 7D | -1.3% | +1.9% | -3.3% | -1.6% |
| 30D | -0.2% | -2.9% | +2.6% | +0.1% |
| 3M | +3.0% | -8.9% | +11.8% | +4.1% |
| 6M | +33.9% | -8.7% | +42.6% | +35.2% |
| YTD | +42.5% | +2.0% | +40.5% | +41.4% |
| 1Y | +44.9% | +22.8% | +22.1% | +39.7% |
| 3Y | +293.0% | +120.6% | +172.4% | +238.6% |
| All | +503.6% | +135.8% | +367.8% | +417.9% |
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