+13,824.2%
MA vs UTHR
+1,915.8%
+11,908.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -2.7% | -5.4% | +2.7% | -1.6% |
| 30D | +1.5% | -6.0% | +7.6% | +2.7% |
| 3M | +20.4% | -11.0% | +31.4% | +23.1% |
| 6M | +11.1% | -0.5% | +11.7% | +10.6% |
| YTD | +2.0% | +0.1% | +1.9% | +1.1% |
| 1Y | -2.2% | +28.2% | -30.3% | -8.2% |
| 3Y | +41.9% | +113.8% | -71.9% | +14.5% |
| 5Y | +75.4% | +131.3% | -56.0% | +36.2% |
| 10Y | +527.5% | +296.7% | +230.8% | +302.1% |
| All | +13,824.2% | +1,915.8% | +11,908.4% | +5,385.2% |
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