-8.1%
IBN vs UTHR
+24.4%
-32.5%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -5.5% | +2.8% | -8.3% | -5.7% |
| 30D | -3.4% | -2.3% | -1.2% | -3.2% |
| 3M | +8.7% | -7.4% | +16.1% | +9.4% |
| 6M | +3.7% | -6.0% | +9.7% | +4.4% |
| YTD | -2.4% | +3.4% | -5.8% | -2.5% |
| 1Y | -8.1% | +27.1% | -35.2% | -9.5% |
| All | -8.1% | +24.4% | -32.5% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling