+82.3%
MET vs UTHR
+140.7%
-58.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | 0.0% |
| 7D | -0.8% | +3.0% | -3.8% | -1.2% |
| 30D | -1.4% | -4.3% | +2.9% | -0.8% |
| 3M | +12.5% | -8.4% | +20.9% | +13.8% |
| 6M | +37.1% | -4.2% | +41.3% | +37.6% |
| YTD | +23.8% | +4.0% | +19.8% | +22.4% |
| 1Y | +24.1% | +25.5% | -1.4% | +19.0% |
| 3Y | +65.2% | +125.1% | -59.9% | +36.6% |
| 5Y | +82.3% | +140.3% | -58.1% | +44.1% |
| All | +82.3% | +140.7% | -58.5% | +44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling