+28.6%
MCO vs UTHR
+139.0%
-110.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.5% |
| 7D | -7.3% | +2.8% | -10.1% | -7.6% |
| 30D | -1.7% | -2.3% | +0.6% | -1.5% |
| 3M | +3.9% | -7.4% | +11.3% | +4.6% |
| 6M | +3.8% | -6.0% | +9.8% | +4.2% |
| YTD | -7.9% | +3.4% | -11.3% | -8.7% |
| 1Y | -6.8% | +27.1% | -33.9% | -9.9% |
| 3Y | +40.9% | +123.8% | -82.9% | +22.5% |
| All | +28.6% | +139.0% | -110.4% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling