+211.7%
MRSH vs UTHR
+313.7%
-102.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | 0.0% |
| 7D | -4.8% | +1.9% | -6.7% | -5.0% |
| 30D | -6.3% | -2.9% | -3.5% | -6.0% |
| 3M | +5.8% | -8.9% | +14.7% | +7.2% |
| 6M | +2.8% | -8.7% | +11.5% | +3.9% |
| YTD | -3.1% | +2.0% | -5.1% | -4.0% |
| 1Y | -11.3% | +22.8% | -34.1% | -14.7% |
| 3Y | -5.0% | +120.6% | -125.6% | -19.4% |
| 5Y | +19.2% | +136.4% | -117.2% | -1.6% |
| All | +211.7% | +313.7% | -102.0% | +115.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling