+90.2%
MOS vs UTHR
+7,123.9%
-7,033.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.5% |
| 7D | +9.5% | -5.4% | +14.9% | +10.4% |
| 30D | +10.4% | -6.0% | +16.5% | +11.3% |
| 3M | +12.9% | -11.0% | +23.9% | +14.6% |
| 6M | +1.2% | -0.5% | +1.8% | +1.0% |
| YTD | +9.3% | +0.1% | +9.2% | +8.6% |
| 1Y | -18.0% | +28.2% | -46.1% | -21.6% |
| 3Y | -29.0% | +113.8% | -142.8% | -38.4% |
| 5Y | -9.6% | +131.3% | -140.9% | -23.4% |
| 10Y | +6.1% | +296.7% | -290.7% | -18.8% |
| All | +90.2% | +7,123.9% | -7,033.6% | -7.8% |
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