+1,402.1%
MOH vs UTHR
+4,698.7%
-3,296.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +3.3% |
| 7D | -1.3% | +2.8% | -4.1% | -1.8% |
| 30D | +3.0% | -2.3% | +5.2% | +3.3% |
| 3M | +1.2% | -7.4% | +8.6% | +2.5% |
| 6M | +41.7% | -6.0% | +47.7% | +42.7% |
| YTD | +15.4% | +3.4% | +12.0% | +13.4% |
| 1Y | +11.8% | +27.1% | -15.3% | +5.1% |
| 3Y | -37.5% | +123.8% | -161.3% | -49.2% |
| 5Y | -20.6% | +139.6% | -160.3% | -37.2% |
| 10Y | +255.8% | +320.0% | -64.2% | +138.6% |
| All | +1,402.1% | +4,698.7% | -3,296.6% | +569.7% |
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