+486.0%
MRK vs UTHR
+7,277.3%
-6,791.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.4% | -1.5% |
| 7D | -0.9% | -2.9% | +1.9% | -0.6% |
| 30D | +15.5% | -7.6% | +23.0% | +16.4% |
| 3M | +25.1% | -8.6% | +33.7% | +26.3% |
| 6M | +30.1% | +4.1% | +26.0% | +29.2% |
| YTD | +43.1% | +2.2% | +40.9% | +42.3% |
| 1Y | +82.5% | +26.2% | +56.3% | +77.3% |
| 3Y | +49.3% | +121.2% | -71.9% | +35.0% |
| 5Y | +130.3% | +136.5% | -6.3% | +105.5% |
| 10Y | +234.3% | +300.1% | -65.8% | +176.3% |
| All | +486.0% | +7,277.3% | -6,791.3% | +298.1% |
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