+222.0%
IOVA vs UTHR
+29.3%
+192.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | -3.5% | +5.2% | -8.7% | -5.4% |
| 30D | -45.4% | +9.5% | -54.9% | -47.2% |
| 3M | +19.0% | +17.9% | +1.1% | +11.0% |
| 6M | +112.0% | +2.0% | +110.0% | +109.6% |
| YTD | +184.2% | +21.3% | +162.9% | +177.7% |
| 1Y | +222.0% | +27.9% | +194.1% | +196.3% |
| All | +222.0% | +29.3% | +192.7% | +196.3% |
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