+4,600.1%
MCO vs UTHR
+7,408.4%
-2,808.3%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.6% |
| 7D | -3.1% | +3.0% | -6.2% | -3.5% |
| 30D | -0.5% | -4.3% | +3.8% | 0.0% |
| 3M | +5.7% | -8.4% | +14.1% | +6.8% |
| 6M | +3.0% | -4.2% | +7.3% | +3.3% |
| YTD | -6.5% | +4.0% | -10.5% | -7.5% |
| 1Y | -5.8% | +25.5% | -31.3% | -9.2% |
| 3Y | +43.1% | +125.1% | -82.0% | +25.7% |
| 5Y | +29.5% | +140.3% | -110.9% | +11.7% |
| 10Y | +388.8% | +322.5% | +66.3% | +282.4% |
| All | +4,600.1% | +7,408.4% | -2,808.3% | +2,420.2% |
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