-58.6%
MSTR vs UTHR
+24.8%
-83.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.1% | -6.5% | -4.9% |
| 7D | +9.3% | -2.9% | +12.2% | +10.1% |
| 30D | +36.5% | -7.6% | +44.1% | +39.2% |
| 3M | +7.3% | -8.6% | +15.9% | +9.8% |
| 6M | +2.2% | +4.1% | -1.9% | +1.1% |
| YTD | -10.2% | +2.2% | -12.4% | -11.5% |
| 1Y | -58.6% | +26.2% | -84.8% | -60.5% |
| All | -58.6% | +24.8% | -83.4% | -60.5% |
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