+596.9%
MSI vs UTHR
+310.6%
+286.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -0.9% |
| 7D | -4.0% | +3.0% | -7.0% | -4.4% |
| 30D | -0.5% | -4.3% | +3.9% | +0.1% |
| 3M | +11.4% | -8.4% | +19.8% | +12.7% |
| 6M | +1.0% | -4.2% | +5.2% | +1.3% |
| YTD | +20.7% | +4.0% | +16.6% | +19.2% |
| 1Y | -2.7% | +25.5% | -28.2% | -6.8% |
| 3Y | +68.2% | +125.1% | -56.9% | +42.8% |
| 5Y | +100.0% | +140.3% | -40.4% | +65.4% |
| 10Y | +596.9% | +322.5% | +274.4% | +387.3% |
| All | +596.9% | +310.6% | +286.3% | +387.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling