-12.4%
IP vs UTHR
+179.7%
-192.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | -5.1% | -6.1% | +1.1% | -4.3% |
| 30D | +8.5% | +3.1% | +5.4% | +8.1% |
| 3M | -13.8% | +5.5% | -19.3% | -14.5% |
| 6M | +5.7% | -5.8% | +11.6% | +6.4% |
| YTD | -9.1% | +15.3% | -24.5% | -11.0% |
| 1Y | -0.8% | +23.8% | -24.6% | -3.8% |
| 3Y | +14.8% | +146.3% | -131.5% | -1.7% |
| All | -12.4% | +179.7% | -192.1% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling