+208.2%
ITUB vs UTHR
+313.7%
-105.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.6% |
| 7D | +2.2% | +1.9% | +0.3% | +1.9% |
| 30D | +12.6% | -2.9% | +15.5% | +13.0% |
| 3M | +6.4% | -8.9% | +15.3% | +7.8% |
| 6M | +0.6% | -8.7% | +9.3% | +1.7% |
| YTD | +18.8% | +2.0% | +16.8% | +17.6% |
| 1Y | +31.0% | +22.8% | +8.2% | +25.4% |
| 3Y | +118.1% | +120.6% | -2.5% | +81.3% |
| 5Y | +193.0% | +136.4% | +56.6% | +135.8% |
| All | +208.2% | +313.7% | -105.5% | +102.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling