+78.3%
IP vs UTHR
+8,281.0%
-8,202.7%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.0% | +3.1% | -3.0% |
| 7D | -5.0% | -4.7% | -0.3% | -4.4% |
| 30D | +6.5% | +4.4% | +2.1% | +5.9% |
| 3M | -18.0% | +9.0% | -27.0% | -19.2% |
| 6M | +10.3% | -1.1% | +11.4% | +10.1% |
| YTD | -9.9% | +16.1% | -26.0% | -12.3% |
| 1Y | -1.1% | +26.4% | -27.5% | -4.8% |
| 3Y | +13.0% | +152.1% | -139.1% | -2.5% |
| 5Y | -12.3% | +179.6% | -191.9% | -26.1% |
| 10Y | +26.8% | +395.6% | -368.8% | -3.5% |
| All | +78.3% | +8,281.0% | -8,202.7% | +25.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling