+378.0%
IOVA vs UTHR
+40.6%
+337.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.2% | -2.7% | -1.9% |
| 7D | -41.3% | +3.8% | -45.0% | -42.2% |
| 30D | -38.5% | +13.4% | -52.0% | -41.8% |
| 3M | +99.5% | +17.3% | +82.2% | +86.4% |
| 6M | +126.0% | +4.7% | +121.3% | +121.6% |
| YTD | +218.7% | +24.9% | +193.8% | +203.5% |
| 1Y | +378.0% | +39.1% | +338.9% | +202.8% |
| All | +378.0% | +40.6% | +337.4% | +202.8% |
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