+19.9%
MA vs UTHR
+31.0%
-11.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.4% |
| 7D | +1.8% | -2.1% | +3.9% | +1.9% |
| 30D | +11.8% | +7.2% | +4.6% | +11.5% |
| 3M | +17.2% | +11.1% | +6.0% | +17.1% |
| 6M | +33.4% | +4.2% | +29.2% | +34.3% |
| YTD | +16.1% | +20.8% | -4.7% | +14.1% |
| 1Y | +19.9% | +29.7% | -9.8% | +15.8% |
| All | +19.9% | +31.0% | -11.1% | +15.8% |
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