-6.1%
MP vs UTHR
+196.1%
-202.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.5% |
| 7D | -3.6% | -2.1% | -1.5% | -3.5% |
| 30D | -21.0% | +7.2% | -28.2% | -21.3% |
| 3M | -33.3% | +11.1% | -44.4% | -33.8% |
| 6M | -45.9% | +4.2% | -50.1% | -46.2% |
| YTD | -27.8% | +20.8% | -48.6% | -29.0% |
| 1Y | -43.2% | +29.7% | -72.9% | -44.4% |
| 3Y | +144.0% | +164.1% | -20.1% | +116.0% |
| 5Y | -6.1% | +190.7% | -196.8% | -18.7% |
| All | -6.1% | +196.1% | -202.2% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling