-99.2%
MSTZ vs UTHR
+72.2%
-171.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -0.4% | +13.2% | +12.7% |
| 7D | +25.6% | +4.9% | +20.7% | +27.2% |
| 30D | +50.6% | +9.2% | +41.4% | +54.5% |
| 3M | -64.5% | +15.9% | -80.4% | -62.9% |
| 6M | -14.0% | +2.0% | -16.0% | -12.6% |
| YTD | -76.4% | +21.8% | -98.2% | -74.7% |
| 1Y | -56.2% | +28.6% | -84.8% | -52.8% |
| All | -99.2% | +72.2% | -171.4% | -98.6% |
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 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