+1,862.4%
MCHP vs UTHR
+7,277.3%
-5,414.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.5% |
| 7D | +2.8% | -2.9% | +5.6% | +3.3% |
| 30D | -12.8% | -7.6% | -5.2% | -11.6% |
| 3M | -19.2% | -8.6% | -10.6% | -18.0% |
| 6M | +14.5% | +4.1% | +10.4% | +13.0% |
| YTD | +17.1% | +2.2% | +14.9% | +15.7% |
| 1Y | +15.3% | +26.2% | -10.9% | +9.1% |
| 3Y | +0.5% | +121.2% | -120.7% | -16.8% |
| 5Y | +6.1% | +136.5% | -130.5% | -14.4% |
| 10Y | +192.2% | +300.1% | -107.9% | +107.8% |
| All | +1,862.4% | +7,277.3% | -5,414.9% | +715.4% |
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