+445.3%
MP vs UTHR
+315.1%
+130.2%
-82.0%
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% | +1.4% |
| 7D | -2.9% | -5.4% | +2.6% | -2.6% |
| 30D | +13.8% | -6.0% | +19.9% | +14.1% |
| 3M | -16.7% | -11.0% | -5.7% | -16.3% |
| 6M | -11.5% | -0.5% | -11.0% | -11.7% |
| YTD | +7.9% | +0.1% | +7.9% | +7.6% |
| 1Y | -15.0% | +28.2% | -43.2% | -16.4% |
| 3Y | +153.5% | +113.8% | +39.7% | +138.5% |
| 5Y | +58.7% | +131.3% | -72.7% | +46.2% |
| All | +445.3% | +315.1% | +130.2% | +436.9% |
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