+84.2%
MNST vs UTHR
+133.0%
-48.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | -6.5% | -5.4% | -1.1% | -6.2% |
| 30D | -7.2% | -6.0% | -1.2% | -6.9% |
| 3M | -1.0% | -11.0% | +10.0% | -0.3% |
| 6M | +11.5% | -0.5% | +12.0% | +11.3% |
| YTD | +14.3% | +0.1% | +14.2% | +13.9% |
| 1Y | +38.1% | +28.2% | +10.0% | +34.8% |
| 3Y | +55.0% | +113.8% | -58.8% | +40.6% |
| All | +84.2% | +133.0% | -48.9% | +65.2% |
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