-13.0%
IONS vs UTHR
+28.4%
-41.5%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.5% |
| 7D | -8.7% | +3.0% | -11.7% | -9.2% |
| 30D | -1.6% | -4.3% | +2.7% | -0.8% |
| 3M | -24.9% | -8.4% | -16.5% | -23.7% |
| 6M | -25.7% | -4.2% | -21.4% | -24.8% |
| YTD | -29.2% | +4.0% | -33.2% | -28.3% |
| 1Y | -13.0% | +25.5% | -38.5% | -13.7% |
| All | -13.0% | +28.4% | -41.5% | -13.7% |
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