+129.0%
MSI vs UTHR
+193.6%
-64.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.4% |
| 7D | +7.7% | -2.1% | +9.8% | +7.8% |
| 30D | +19.9% | +8.3% | +11.6% | +19.0% |
| 3M | +14.9% | +15.5% | -0.6% | +13.2% |
| 6M | +37.2% | +4.5% | +32.7% | +36.4% |
| YTD | +40.8% | +22.2% | +18.5% | +37.4% |
| 1Y | +38.1% | +29.7% | +8.4% | +33.9% |
| 3Y | +77.7% | +167.3% | -89.6% | +54.2% |
| 5Y | +129.0% | +196.5% | -67.5% | +95.0% |
| All | +129.0% | +193.6% | -64.6% | +95.0% |
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 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