+35.8%
MSCI vs UTHR
+166.1%
-130.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | +3.0% | +5.2% | -2.2% | +2.9% |
| 30D | +17.8% | +9.5% | +8.3% | +17.7% |
| 3M | +15.2% | +17.9% | -2.7% | +15.0% |
| 6M | +16.5% | +2.0% | +14.5% | +16.6% |
| YTD | +16.4% | +21.3% | -5.0% | +16.1% |
| 1Y | +16.8% | +27.9% | -11.1% | +16.4% |
| 3Y | +35.8% | +162.3% | -126.6% | +31.5% |
| All | +35.8% | +166.1% | -130.4% | +31.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling