+2,417.1%
MSCI vs UTHR
+840.0%
+1,577.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.2% |
| 7D | +0.4% | -5.4% | +5.8% | +1.7% |
| 30D | +0.6% | -6.0% | +6.6% | +1.9% |
| 3M | -7.1% | -11.0% | +3.9% | -4.7% |
| 6M | +0.8% | -0.5% | +1.4% | +0.2% |
| YTD | +1.0% | +0.1% | +0.9% | -0.3% |
| 1Y | +4.3% | +28.2% | -23.8% | -3.5% |
| 3Y | +9.9% | +113.8% | -103.9% | -14.8% |
| 5Y | -6.8% | +131.3% | -138.1% | -30.7% |
| 10Y | +614.7% | +296.7% | +317.9% | +323.7% |
| All | +2,417.1% | +840.0% | +1,577.2% | +685.6% |
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