-2.7%
MSI vs UTHR
+28.4%
-31.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -0.7% |
| 7D | -4.0% | +3.0% | -7.0% | -4.0% |
| 30D | -0.5% | -4.3% | +3.9% | -0.4% |
| 3M | +11.4% | -8.4% | +19.8% | +11.4% |
| 6M | +1.0% | -4.2% | +5.2% | +1.3% |
| YTD | +20.7% | +4.0% | +16.6% | +21.3% |
| 1Y | -2.7% | +25.5% | -28.2% | -2.2% |
| All | -2.7% | +28.4% | -31.1% | -2.2% |
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