+1,026.4%
MKTX vs UTHR
+2,807.7%
-1,781.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.4% |
| 7D | +0.3% | +3.0% | -2.7% | -0.3% |
| 30D | +1.0% | -4.3% | +5.3% | +1.7% |
| 3M | +40.8% | -8.4% | +49.2% | +42.9% |
| 6M | -10.9% | -4.2% | -6.7% | -10.6% |
| YTD | -8.6% | +4.0% | -12.6% | -10.2% |
| 1Y | -11.6% | +25.5% | -37.1% | -16.4% |
| 3Y | -24.5% | +125.1% | -149.7% | -39.0% |
| 5Y | -60.7% | +140.3% | -201.0% | -69.2% |
| 10Y | +5.1% | +322.5% | -317.3% | -32.2% |
| All | +1,026.4% | +2,807.7% | -1,781.4% | +364.9% |
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