-1.7%
IP vs UTHR
+29.7%
-31.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.6% | -0.7% | +2.6% |
| 7D | -3.0% | -2.3% | -0.7% | -2.8% |
| 30D | +10.6% | +6.1% | +4.6% | +10.3% |
| 3M | -13.6% | +8.1% | -21.7% | -13.7% |
| 6M | +10.4% | +3.1% | +7.3% | +10.9% |
| YTD | -6.5% | +19.5% | -26.0% | -6.2% |
| All | -1.7% | +29.7% | -31.3% | -12.2% |
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