-87.5%
MSTU vs UTHR
+47.1%
-134.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.8% | -7.2% | -5.9% |
| 7D | +12.9% | +3.0% | +9.9% | +11.9% |
| 30D | +68.3% | -4.3% | +72.7% | +70.5% |
| 3M | +0.4% | -8.4% | +8.7% | +3.0% |
| 6M | -41.5% | -4.2% | -37.3% | -40.7% |
| YTD | -61.7% | +4.0% | -65.7% | -61.9% |
| 1Y | -93.7% | +25.5% | -119.2% | -93.9% |
| All | -87.5% | +47.1% | -134.6% | -91.4% |
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