-85.6%
MSTU vs UTHR
+41.5%
-127.1%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.6% | -3.0% |
| 7D | +21.3% | -5.4% | +26.7% | +23.2% |
| 30D | +90.8% | -6.0% | +96.9% | +94.6% |
| 3M | -6.8% | -11.0% | +4.2% | -3.6% |
| 6M | -39.8% | -0.5% | -39.3% | -39.4% |
| YTD | -55.7% | +0.1% | -55.8% | -55.4% |
| 1Y | -92.7% | +28.2% | -120.8% | -92.9% |
| All | -85.6% | +41.5% | -127.1% | -89.9% |
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