+99.3%
MSI vs UTHR
+139.1%
-39.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.3% |
| 7D | -5.8% | -2.9% | -2.9% | -5.5% |
| 30D | -1.0% | -7.6% | +6.6% | -0.3% |
| 3M | +14.2% | -8.6% | +22.7% | +15.1% |
| 6M | +1.0% | +4.1% | -3.1% | +0.4% |
| YTD | +21.5% | +2.2% | +19.3% | +20.8% |
| 1Y | -2.1% | +26.2% | -28.3% | -5.0% |
| 3Y | +69.3% | +121.2% | -51.9% | +50.3% |
| 5Y | +99.3% | +136.5% | -37.2% | +77.3% |
| All | +99.3% | +139.1% | -39.7% | +77.3% |
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 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