+2,846.9%
MCK vs UTHR
+7,264.6%
-4,417.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.3% |
| 7D | -2.9% | +1.9% | -4.9% | -3.2% |
| 30D | +0.4% | -2.9% | +3.3% | +0.8% |
| 3M | +12.1% | -8.9% | +21.0% | +13.4% |
| 6M | -5.4% | -8.7% | +3.3% | -4.6% |
| YTD | +7.8% | +2.0% | +5.8% | +6.9% |
| 1Y | +22.9% | +22.8% | +0.2% | +18.8% |
| 3Y | +110.7% | +120.6% | -9.9% | +84.4% |
| 5Y | +346.2% | +136.4% | +209.7% | +283.1% |
| 10Y | +440.1% | +314.4% | +125.7% | +318.7% |
| All | +2,846.9% | +7,264.6% | -4,417.7% | +1,149.4% |
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