-36.6%
MOH vs UTHR
+121.0%
-157.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.3% | +3.3% | +2.1% |
| 7D | +1.7% | +1.9% | -0.2% | +1.5% |
| 30D | -0.9% | -2.9% | +2.0% | -0.7% |
| 3M | +5.7% | -8.9% | +14.6% | +6.4% |
| 6M | +39.1% | -8.7% | +47.9% | +39.9% |
| YTD | +17.7% | +2.0% | +15.7% | +17.0% |
| 1Y | +8.4% | +22.8% | -14.4% | +5.2% |
| 3Y | -36.6% | +120.6% | -157.2% | -43.5% |
| All | -36.6% | +121.0% | -157.5% | -43.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling