-99.2%
MSTZ vs UTHR
+41.5%
-140.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.2% | +2.5% |
| 7D | -29.7% | -5.4% | -24.3% | -30.8% |
| 30D | -65.3% | -6.0% | -59.2% | -65.7% |
| 3M | -57.3% | -11.0% | -46.4% | -58.3% |
| 6M | -61.6% | -0.5% | -61.1% | -61.4% |
| YTD | -78.3% | +0.1% | -78.4% | -77.9% |
| 1Y | -30.2% | +28.2% | -58.4% | -26.6% |
| All | -99.2% | +41.5% | -140.8% | -98.8% |
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