+945.1%
IGV vs UTHR
+7,887.7%
-6,942.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.1% |
| 7D | -1.5% | +3.0% | -4.5% | -2.1% |
| 30D | -3.0% | -4.3% | +1.3% | -2.3% |
| 3M | +9.6% | -8.4% | +17.9% | +11.1% |
| 6M | +16.1% | -4.2% | +20.3% | +16.4% |
| YTD | -3.6% | +4.0% | -7.7% | -5.1% |
| 1Y | -7.8% | +25.5% | -33.4% | -12.5% |
| 3Y | +40.0% | +125.1% | -85.1% | +16.3% |
| 5Y | +21.2% | +140.3% | -119.1% | -2.0% |
| 10Y | +364.4% | +322.5% | +41.9% | +223.6% |
| All | +945.1% | +7,887.7% | -6,942.6% | +329.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling