+43.9%
IONS vs UTHR
+118.3%
-74.4%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.5% | +0.2% |
| 7D | -4.8% | -5.4% | +0.6% | -2.3% |
| 30D | +7.2% | -6.0% | +13.2% | +10.4% |
| 3M | -22.7% | -11.0% | -11.7% | -18.1% |
| 6M | -26.9% | -0.5% | -26.4% | -27.6% |
| YTD | -26.6% | +0.1% | -26.6% | -28.2% |
| 1Y | -2.1% | +28.2% | -30.3% | -17.9% |
| All | +43.9% | +118.3% | -74.4% | -13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling