+11.0%
MO vs UTHR
+25.4%
-14.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.3% |
| 7D | +0.1% | +1.9% | -1.8% | +0.1% |
| 30D | +7.1% | -2.9% | +10.0% | +7.2% |
| 3M | -2.0% | -8.9% | +6.9% | -1.7% |
| 6M | +7.3% | -8.7% | +16.0% | +7.5% |
| YTD | +23.5% | +2.0% | +21.4% | +23.0% |
| 1Y | +11.0% | +22.8% | -11.8% | +9.6% |
| All | +11.0% | +25.4% | -14.4% | +9.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling