+3,997.6%
MO vs UTHR
+8,658.1%
-4,660.5%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | +3.3% | +5.2% | -1.9% | +3.0% |
| 30D | +7.5% | +9.5% | -1.9% | +7.0% |
| 3M | +22.8% | +17.9% | +4.8% | +21.6% |
| 6M | +13.4% | +2.0% | +11.3% | +13.1% |
| YTD | +43.0% | +21.3% | +21.7% | +41.1% |
| 1Y | +45.2% | +27.9% | +17.4% | +42.9% |
| 3Y | +145.5% | +162.3% | -16.8% | +130.8% |
| 5Y | +157.1% | +190.7% | -33.7% | +139.3% |
| 10Y | +153.3% | +365.5% | -212.2% | +127.3% |
| All | +3,997.6% | +8,658.1% | -4,660.5% | +2,841.9% |
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