+744.0%
MRSH vs UTHR
+7,408.4%
-6,664.4%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -2.2% |
| 7D | -5.9% | +3.0% | -8.9% | -6.1% |
| 30D | -7.3% | -4.3% | -3.0% | -7.0% |
| 3M | +7.4% | -8.4% | +15.8% | +8.3% |
| 6M | -0.7% | -4.2% | +3.5% | -0.4% |
| YTD | -3.2% | +4.0% | -7.2% | -3.9% |
| 1Y | -10.6% | +25.5% | -36.1% | -13.1% |
| 3Y | -4.6% | +125.1% | -129.7% | -13.7% |
| 5Y | +19.3% | +140.3% | -121.0% | +6.5% |
| 10Y | +217.3% | +322.5% | -105.2% | +161.8% |
| All | +744.0% | +7,408.4% | -6,664.4% | +454.7% |
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 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