+1,159.3%
MDY vs UTHR
+7,123.9%
-5,964.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.2% |
| 7D | +0.1% | -5.4% | +5.5% | +0.9% |
| 30D | -1.5% | -6.0% | +4.6% | -0.6% |
| 3M | +0.8% | -11.0% | +11.7% | +2.4% |
| 6M | +7.4% | -0.5% | +8.0% | +7.1% |
| YTD | +15.2% | +0.1% | +15.1% | +14.5% |
| 1Y | +16.5% | +28.2% | -11.6% | +11.4% |
| 3Y | +46.8% | +113.8% | -67.0% | +27.3% |
| 5Y | +46.0% | +131.3% | -85.3% | +23.8% |
| 10Y | +172.1% | +296.7% | -124.7% | +106.6% |
| All | +1,159.3% | +7,123.9% | -5,964.5% | +543.9% |
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