+9.8%
ITUB vs UTHR
+40.6%
-30.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.2% | +2.1% | +3.2% |
| 7D | -1.6% | +3.8% | -5.4% | -1.8% |
| 30D | -26.6% | +13.4% | -40.1% | -27.1% |
| 3M | -11.1% | +17.3% | -28.4% | -12.4% |
| 6M | -13.1% | +4.7% | -17.8% | -13.8% |
| YTD | +3.9% | +24.9% | -21.0% | +2.6% |
| 1Y | +9.8% | +39.1% | -29.4% | +7.4% |
| All | +9.8% | +40.6% | -30.9% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling