+65.7%
MOS vs UTHR
+8,281.0%
-8,215.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -7.0% | +10.3% | +4.3% |
| 7D | +22.5% | -4.7% | +27.2% | +23.3% |
| 30D | +6.6% | +4.4% | +2.2% | +5.8% |
| 3M | -3.8% | +9.0% | -12.8% | -5.4% |
| 6M | -2.2% | -1.1% | -1.1% | -2.5% |
| YTD | -4.8% | +16.1% | -20.9% | -7.7% |
| 1Y | -11.7% | +26.4% | -38.1% | -15.5% |
| 3Y | -26.5% | +152.1% | -178.6% | -37.9% |
| 5Y | -32.2% | +179.6% | -211.8% | -44.3% |
| 10Y | +10.2% | +395.6% | -385.5% | -18.4% |
| All | +65.7% | +8,281.0% | -8,215.3% | -21.6% |
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