+1,045.3%
MSTR vs UTHR
+7,123.9%
-6,078.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +12.2% | -5.4% | +17.6% | +13.5% |
| 30D | +45.2% | -6.0% | +51.2% | +47.2% |
| 3M | +10.4% | -11.0% | +21.4% | +13.2% |
| 6M | -2.5% | -0.5% | -2.0% | -2.7% |
| YTD | -6.0% | +0.1% | -6.1% | -6.5% |
| 1Y | -56.4% | +28.2% | -84.6% | -59.1% |
| 3Y | +306.3% | +113.8% | +192.5% | +230.2% |
| 5Y | +100.5% | +131.3% | -30.8% | +58.9% |
| 10Y | +741.1% | +296.7% | +444.4% | +463.7% |
| All | +1,045.3% | +7,123.9% | -6,078.6% | +266.6% |
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