+235.9%
ROIV vs UTHR
+270.2%
-34.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | +0.6% | -5.4% | +6.0% | +1.8% |
| 30D | +1.0% | -6.0% | +7.0% | +2.4% |
| 3M | +18.3% | -11.0% | +29.3% | +21.3% |
| 6M | +18.3% | -0.5% | +18.9% | +18.2% |
| YTD | +61.0% | +0.1% | +60.9% | +60.2% |
| 1Y | +177.9% | +28.2% | +149.7% | +162.3% |
| 3Y | +199.1% | +113.8% | +85.2% | +147.3% |
| 5Y | +250.7% | +131.3% | +119.4% | +183.3% |
| All | +235.9% | +270.2% | -34.4% | +161.6% |
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