+76.3%
MSFU vs UTHR
+120.8%
-44.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.6% | -4.1% |
| 7D | -5.7% | -5.4% | -0.3% | -5.2% |
| 30D | +4.2% | -6.0% | +10.2% | +4.7% |
| 3M | +27.9% | -11.0% | +38.9% | +29.2% |
| 6M | +37.1% | -0.5% | +37.6% | +36.7% |
| YTD | -7.4% | +0.1% | -7.4% | -7.8% |
| 1Y | -19.6% | +28.2% | -47.8% | -22.1% |
| 3Y | +33.2% | +113.8% | -80.6% | +24.4% |
| All | +76.3% | +120.8% | -44.4% | +58.0% |
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