+210.8%
MGY vs UTHR
+282.3%
-71.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.4% | +0.9% |
| 7D | +1.5% | +3.0% | -1.5% | +0.8% |
| 30D | +6.8% | -4.3% | +11.2% | +8.0% |
| 3M | +2.6% | -8.4% | +11.0% | +4.7% |
| 6M | -3.1% | -4.2% | +1.1% | -2.8% |
| YTD | +29.4% | +4.0% | +25.4% | +26.2% |
| 1Y | +22.3% | +25.5% | -3.2% | +13.0% |
| 3Y | +26.6% | +125.1% | -98.6% | -6.5% |
| 5Y | +92.1% | +140.3% | -48.2% | +34.9% |
| All | +210.8% | +282.3% | -71.5% | +60.4% |
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