+221.3%
ROIV vs UTHR
+24.8%
+196.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +2.1% | +16.6% | +18.1% |
| 7D | +20.2% | -2.9% | +23.0% | +21.1% |
| 30D | +14.1% | -7.6% | +21.7% | +16.6% |
| 3M | +45.6% | -8.6% | +54.2% | +49.1% |
| 6M | +44.1% | +4.1% | +40.0% | +43.7% |
| YTD | +91.2% | +2.2% | +89.0% | +91.0% |
| 1Y | +221.3% | +26.2% | +195.1% | +207.0% |
| All | +221.3% | +24.8% | +196.5% | +207.0% |
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