+1,882.6%
ITUB vs UTHR
+8,752.8%
-6,870.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.1% | -0.2% | +1.5% |
| 7D | +8.2% | -2.9% | +11.1% | +8.9% |
| 30D | +4.7% | -7.6% | +12.3% | +6.6% |
| 3M | +13.0% | -8.6% | +21.6% | +15.2% |
| 6M | +4.2% | +4.1% | 0.0% | +2.4% |
| YTD | +18.6% | +2.2% | +16.4% | +16.6% |
| 1Y | +31.3% | +26.2% | +5.1% | +22.2% |
| 3Y | +124.9% | +121.2% | +3.7% | +74.0% |
| 5Y | +195.6% | +136.5% | +59.1% | +119.8% |
| 10Y | +196.4% | +300.1% | -103.7% | +76.9% |
| All | +1,882.6% | +8,752.8% | -6,870.2% | +383.3% |
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