+738.6%
IVV vs UTHR
+1,742.7%
-1,004.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | -2.7% | -6.1% | +3.4% | -1.9% |
| 30D | -5.4% | +3.1% | -8.5% | -5.8% |
| 3M | -4.1% | +5.5% | -9.5% | -4.9% |
| 6M | +0.7% | -5.8% | +6.6% | +1.2% |
| YTD | +8.7% | +15.3% | -6.6% | +6.0% |
| 1Y | +11.0% | +23.8% | -12.8% | +7.2% |
| 3Y | +75.4% | +146.3% | -70.9% | +52.1% |
| 5Y | +68.3% | +177.8% | -109.5% | +42.3% |
| 10Y | +315.5% | +392.4% | -76.9% | +217.3% |
| All | +738.6% | +1,742.7% | -1,004.0% | +386.7% |
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