+15.2%
MS vs UTHR
+30.7%
-15.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.8% | +0.2% |
| 7D | +0.8% | -2.1% | +2.9% | +0.9% |
| 30D | -0.7% | +7.2% | -7.9% | -0.8% |
| 3M | -12.4% | +11.1% | -23.5% | -12.2% |
| 6M | -1.7% | +4.2% | -5.9% | -1.0% |
| YTD | +8.0% | +20.8% | -12.8% | +6.2% |
| All | +15.2% | +30.7% | -15.5% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling