+895.5%
ITOT vs UTHR
+4,077.4%
-3,181.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +1.1% |
| 7D | -0.9% | +1.9% | -2.9% | -1.2% |
| 30D | -1.5% | -2.9% | +1.4% | -1.0% |
| 3M | +3.6% | -8.9% | +12.4% | +5.1% |
| 6M | +13.7% | -8.7% | +22.4% | +15.0% |
| YTD | +12.9% | +2.0% | +10.9% | +11.7% |
| 1Y | +17.2% | +22.8% | -5.6% | +11.9% |
| 3Y | +75.6% | +120.6% | -45.0% | +46.9% |
| 5Y | +75.5% | +136.4% | -60.9% | +42.8% |
| 10Y | +302.0% | +314.4% | -12.4% | +181.1% |
| All | +895.5% | +4,077.4% | -3,181.9% | +366.3% |
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