-6.7%
IP vs UTHR
+30.1%
-36.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | -0.9% | +4.9% | -5.8% | -1.3% |
| 30D | +6.7% | +9.2% | -2.5% | +6.2% |
| 3M | -16.6% | +15.9% | -32.5% | -17.2% |
| 6M | +6.0% | +2.0% | +4.0% | +6.6% |
| YTD | -10.7% | +21.8% | -32.4% | -10.5% |
| 1Y | -6.7% | +28.6% | -35.2% | -15.5% |
| All | -6.7% | +30.1% | -36.8% | -15.5% |
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