+1,795.8%
MKSI vs UTHR
+7,364.6%
-5,568.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.2% |
| 7D | +4.9% | +2.8% | +2.1% | +4.3% |
| 30D | -11.0% | -2.3% | -8.7% | -10.6% |
| 3M | -17.1% | -7.4% | -9.7% | -16.0% |
| 6M | +16.4% | -6.0% | +22.4% | +17.1% |
| YTD | +64.3% | +3.4% | +60.9% | +61.4% |
| 1Y | +137.7% | +27.1% | +110.7% | +122.7% |
| 3Y | +189.1% | +123.8% | +65.3% | +131.1% |
| 5Y | +83.1% | +139.6% | -56.5% | +41.3% |
| 10Y | +509.4% | +320.0% | +189.3% | +302.5% |
| All | +1,795.8% | +7,364.6% | -5,568.8% | +719.9% |
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