+312.7%
MDT vs UTHR
+7,277.3%
-6,964.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.1% |
| 7D | +0.4% | -2.9% | +3.3% | +0.7% |
| 30D | +6.0% | -7.6% | +13.6% | +6.8% |
| 3M | +15.5% | -8.6% | +24.1% | +16.6% |
| 6M | +3.4% | +4.1% | -0.7% | +2.7% |
| YTD | -2.2% | +2.2% | -4.4% | -2.8% |
| 1Y | +2.6% | +26.2% | -23.6% | -0.5% |
| 3Y | +27.5% | +121.2% | -93.7% | +14.6% |
| 5Y | -20.1% | +136.5% | -156.6% | -29.2% |
| 10Y | +39.1% | +300.1% | -261.0% | +13.6% |
| All | +312.7% | +7,277.3% | -6,964.6% | +156.2% |
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