+24.1%
MTB vs UTHR
+24.4%
-0.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -0.4% | +2.8% | -3.2% | -0.6% |
| 30D | -4.6% | -2.3% | -2.3% | -4.5% |
| 3M | +7.4% | -7.4% | +14.8% | +7.9% |
| 6M | +18.7% | -6.0% | +24.6% | +19.1% |
| YTD | +21.1% | +3.4% | +17.7% | +20.2% |
| 1Y | +24.1% | +27.1% | -3.0% | +20.7% |
| All | +24.1% | +24.4% | -0.3% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling