-30.3%
MOS vs UTHR
+166.1%
-196.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | -2.0% | +5.2% | -7.2% | -2.2% |
| 30D | +15.3% | +9.5% | +5.8% | +14.8% |
| 3M | +1.5% | +17.9% | -16.4% | +0.7% |
| 6M | -2.0% | +2.0% | -4.0% | -1.9% |
| YTD | -6.5% | +21.3% | -27.9% | -7.5% |
| 1Y | -11.1% | +27.9% | -38.9% | -12.3% |
| 3Y | -30.3% | +162.3% | -192.6% | -31.3% |
| All | -30.3% | +166.1% | -196.4% | -31.3% |
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