-14.3%
MTZ vs UTHR
+40.6%
-54.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.4% | +1.2% | -16.6% | -15.4% |
| 7D | -7.4% | +3.8% | -11.2% | -7.6% |
| 30D | -23.6% | +13.4% | -37.0% | -24.2% |
| 3M | -38.3% | +17.3% | -55.6% | -39.0% |
| 6M | -60.6% | +4.7% | -65.3% | -60.7% |
| YTD | -22.9% | +24.9% | -47.8% | -23.1% |
| 1Y | -14.3% | +39.1% | -53.4% | -17.7% |
| All | -14.3% | +40.6% | -54.9% | -17.7% |
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