+12.4%
IBN vs UTHR
+29.3%
-16.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.4% |
| 7D | +1.9% | +5.2% | -3.3% | +1.6% |
| 30D | +22.1% | +9.5% | +12.6% | +21.1% |
| 3M | +17.1% | +17.9% | -0.8% | +15.2% |
| 6M | +35.5% | +2.0% | +33.5% | +35.6% |
| YTD | +16.8% | +21.3% | -4.5% | +15.2% |
| 1Y | +12.4% | +27.9% | -15.5% | +8.3% |
| All | +12.4% | +29.3% | -16.9% | +8.3% |
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