+515.6%
IQV vs UTHR
+664.3%
-148.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.1% | -5.3% | -3.6% |
| 7D | +0.3% | -2.9% | +3.2% | +0.9% |
| 30D | +8.6% | -7.6% | +16.2% | +10.3% |
| 3M | +41.1% | -8.6% | +49.7% | +43.6% |
| 6M | +48.6% | +4.1% | +44.4% | +46.2% |
| YTD | +15.0% | +2.2% | +12.8% | +13.1% |
| 1Y | +38.1% | +26.2% | +11.9% | +29.2% |
| 3Y | +21.4% | +121.2% | -99.8% | -4.0% |
| 5Y | -1.0% | +136.5% | -137.6% | -24.3% |
| 10Y | +233.0% | +300.1% | -67.1% | +111.0% |
| All | +515.6% | +664.3% | -148.8% | +255.6% |
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 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