+507.1%
MDLZ vs UTHR
+8,461.6%
-7,954.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.1% |
| 7D | +2.2% | -2.1% | +4.3% | +2.4% |
| 30D | +10.1% | +7.2% | +3.0% | +9.4% |
| 3M | +9.1% | +11.1% | -2.0% | +7.9% |
| 6M | +10.0% | +4.2% | +5.8% | +9.3% |
| YTD | +26.8% | +20.8% | +6.0% | +24.0% |
| 1Y | +22.5% | +29.7% | -7.2% | +19.0% |
| 3Y | +5.3% | +164.1% | -158.9% | -5.7% |
| 5Y | +21.4% | +190.7% | -169.2% | +7.1% |
| 10Y | +102.0% | +355.4% | -253.4% | +66.8% |
| All | +507.1% | +8,461.6% | -7,954.5% | +313.3% |
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