+610.0%
MSI vs UTHR
+8,724.6%
-8,114.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.3% |
| 7D | +7.7% | -2.1% | +9.8% | +8.0% |
| 30D | +19.9% | +8.3% | +11.6% | +18.3% |
| 3M | +14.9% | +15.5% | -0.6% | +12.0% |
| 6M | +37.2% | +4.5% | +32.7% | +35.8% |
| YTD | +40.8% | +22.2% | +18.5% | +35.0% |
| 1Y | +38.1% | +29.7% | +8.4% | +31.2% |
| 3Y | +77.7% | +167.3% | -89.6% | +46.5% |
| 5Y | +129.0% | +196.5% | -67.5% | +83.3% |
| 10Y | +671.3% | +369.0% | +302.3% | +449.4% |
| All | +610.0% | +8,724.6% | -8,114.6% | +183.2% |
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 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