+22.3%
MDLZ vs UTHR
+29.7%
-7.3%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.6% | -3.0% | +0.7% |
| 7D | +0.1% | -2.3% | +2.4% | 0.0% |
| 30D | +10.0% | +6.1% | +3.9% | +10.3% |
| 3M | +7.1% | +8.1% | -1.0% | +7.7% |
| 6M | +9.8% | +3.1% | +6.7% | +10.3% |
| YTD | +26.6% | +19.5% | +7.1% | +28.9% |
| All | +22.3% | +29.7% | -7.3% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling