+34.0%
MSCI vs UTHR
+167.1%
-133.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -0.7% | +4.9% | -5.5% | -0.8% |
| 30D | +16.2% | +9.2% | +7.0% | +16.0% |
| 3M | +16.1% | +15.9% | +0.2% | +16.0% |
| 6M | +12.9% | +2.0% | +10.9% | +13.0% |
| YTD | +14.8% | +21.8% | -6.9% | +14.5% |
| 1Y | +13.8% | +28.6% | -14.8% | +13.4% |
| All | +34.0% | +167.1% | -133.1% | +29.7% |
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 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