+21.2%
IP vs UTHR
+166.1%
-144.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | -0.3% | +5.2% | -5.5% | -0.9% |
| 30D | +7.9% | +9.5% | -1.5% | +6.8% |
| 3M | -15.3% | +17.9% | -33.3% | -17.0% |
| 6M | +10.5% | +2.0% | +8.5% | +10.2% |
| YTD | -9.4% | +21.3% | -30.7% | -11.6% |
| 1Y | -4.6% | +27.9% | -32.5% | -7.6% |
| 3Y | +21.2% | +162.3% | -141.1% | -2.7% |
| All | +21.2% | +166.1% | -144.9% | -2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling