+255.7%
IOVA vs UTHR
+28.4%
+227.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.8% | -4.9% | -3.8% |
| 7D | -2.2% | +3.0% | -5.2% | -3.4% |
| 30D | +31.7% | -4.3% | +36.0% | +34.0% |
| 3M | +117.3% | -8.4% | +125.6% | +123.8% |
| 6M | +55.8% | -4.2% | +60.0% | +61.5% |
| YTD | +208.8% | +4.0% | +204.8% | +216.2% |
| 1Y | +255.7% | +25.5% | +230.2% | +274.4% |
| All | +255.7% | +28.4% | +227.3% | +274.4% |
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