+261.9%
MOH vs UTHR
+313.7%
-51.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.3% | +3.3% | +2.2% |
| 7D | +1.7% | +1.9% | -0.2% | +1.3% |
| 30D | -0.9% | -2.9% | +2.0% | -0.5% |
| 3M | +5.7% | -8.9% | +14.6% | +7.4% |
| 6M | +39.1% | -8.7% | +47.9% | +40.9% |
| YTD | +17.7% | +2.0% | +15.7% | +15.9% |
| 1Y | +8.4% | +22.8% | -14.4% | +2.3% |
| 3Y | -36.6% | +120.6% | -157.2% | -49.3% |
| 5Y | -19.1% | +136.4% | -155.5% | -37.4% |
| All | +261.9% | +313.7% | -51.8% | +136.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling