+55.4%
IVZ vs UTHR
+23.3%
+32.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | +0.6% | -5.4% | +6.0% | +1.4% |
| 30D | +4.0% | -6.0% | +10.1% | +4.9% |
| 3M | +18.2% | -11.0% | +29.1% | +20.2% |
| 6M | +32.8% | -0.5% | +33.4% | +33.4% |
| YTD | +28.7% | +0.1% | +28.7% | +28.8% |
| 1Y | +55.4% | +28.2% | +27.2% | +53.8% |
| All | +55.4% | +23.3% | +32.1% | +53.8% |
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