+100.2%
ROIV vs UTHR
+32.3%
+67.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.2% |
| 7D | +9.5% | -2.1% | +11.6% | +10.1% |
| 30D | +21.0% | +8.3% | +12.7% | +18.3% |
| 3M | +18.7% | +15.5% | +3.2% | +13.7% |
| 6M | +44.5% | +4.5% | +40.0% | +41.5% |
| YTD | +92.9% | +22.2% | +70.6% | +83.0% |
| 1Y | +100.2% | +29.7% | +70.5% | +81.0% |
| All | +100.2% | +32.3% | +67.9% | +81.0% |
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