-18.4%
MSFU vs UTHR
+24.8%
-43.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.4% |
| 7D | -3.2% | -2.9% | -0.3% | -3.0% |
| 30D | -3.1% | -7.6% | +4.4% | -2.8% |
| 3M | +35.3% | -8.6% | +43.8% | +35.8% |
| 6M | +31.6% | +4.1% | +27.4% | +30.2% |
| YTD | -9.5% | +2.2% | -11.7% | -11.0% |
| 1Y | -18.4% | +26.2% | -44.6% | -18.8% |
| All | -18.4% | +24.8% | -43.2% | -18.8% |
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