+240.9%
IOVA vs UTHR
+31.0%
+209.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.5% |
| 7D | -8.5% | -2.1% | -6.4% | -7.5% |
| 30D | -44.7% | +7.2% | -51.9% | -46.2% |
| 3M | +26.2% | +11.1% | +15.1% | +21.2% |
| 6M | +123.2% | +4.2% | +119.0% | +119.5% |
| YTD | +196.0% | +20.8% | +175.2% | +188.8% |
| 1Y | +240.9% | +29.7% | +211.3% | +192.0% |
| All | +240.9% | +31.0% | +209.9% | +192.0% |
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