+21.2%
IGV vs UTHR
+140.7%
-119.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.0% |
| 7D | -1.5% | +3.0% | -4.5% | -1.8% |
| 30D | -3.0% | -4.3% | +1.3% | -2.7% |
| 3M | +9.6% | -8.4% | +17.9% | +10.4% |
| 6M | +16.1% | -4.2% | +20.3% | +16.2% |
| YTD | -3.6% | +4.0% | -7.7% | -4.6% |
| 1Y | -7.8% | +25.5% | -33.4% | -10.8% |
| 3Y | +40.0% | +125.1% | -85.1% | +23.7% |
| 5Y | +21.2% | +140.3% | -119.1% | +7.0% |
| All | +21.2% | +140.7% | -119.5% | +7.0% |
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