+93.3%
MSFU vs UTHR
+154.4%
-61.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | +2.5% | -6.1% | +8.6% | +3.2% |
| 30D | -1.3% | +3.1% | -4.4% | -1.4% |
| 3M | +8.6% | +5.5% | +3.2% | +8.1% |
| 6M | +48.4% | -5.8% | +54.2% | +49.1% |
| YTD | +1.6% | +15.3% | -13.8% | -0.2% |
| 1Y | -5.8% | +23.8% | -29.6% | -8.1% |
| 3Y | +30.9% | +146.3% | -115.4% | +20.8% |
| All | +93.3% | +154.4% | -61.1% | +71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling