+15,614.6%
MA vs UTHR
+2,223.4%
+13,391.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | +2.3% | -6.1% | +8.4% | +3.6% |
| 30D | +14.7% | +3.1% | +11.5% | +13.9% |
| 3M | +13.5% | +5.5% | +8.0% | +11.7% |
| 6M | +33.1% | -5.8% | +38.9% | +34.0% |
| YTD | +15.1% | +15.3% | -0.3% | +10.4% |
| 1Y | +18.7% | +23.8% | -5.1% | +12.2% |
| 3Y | +72.1% | +146.3% | -74.2% | +34.6% |
| 5Y | +92.8% | +177.8% | -85.0% | +43.7% |
| 10Y | +571.6% | +392.4% | +179.3% | +309.8% |
| All | +15,614.6% | +2,223.4% | +13,391.3% | +5,890.1% |
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