-59.7%
MKTX vs UTHR
+135.8%
-195.5%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.3% | 0.0% |
| 7D | -0.2% | +1.9% | -2.2% | -0.3% |
| 30D | +0.7% | -2.9% | +3.6% | +0.8% |
| 3M | +40.8% | -8.9% | +49.6% | +41.3% |
| 6M | -8.0% | -8.7% | +0.7% | -7.8% |
| YTD | -8.7% | +2.0% | -10.8% | -9.1% |
| 1Y | -11.8% | +22.8% | -34.6% | -13.2% |
| 3Y | -24.0% | +120.6% | -144.7% | -31.2% |
| All | -59.7% | +135.8% | -195.5% | -64.7% |
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