-6.2%
IONQ vs UTHR
+23.3%
-29.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +0.8% | -5.4% | +6.2% | +2.3% |
| 30D | -1.0% | -6.0% | +5.0% | +0.7% |
| 3M | -39.8% | -11.0% | -28.8% | -38.0% |
| 6M | +6.4% | -0.5% | +7.0% | +6.4% |
| YTD | -11.9% | +0.1% | -12.0% | -15.1% |
| 1Y | -6.2% | +28.2% | -34.3% | -25.5% |
| All | -6.2% | +23.3% | -29.4% | -25.5% |
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