+739.9%
MTZ vs UTHR
+308.5%
+431.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.1% | +1.7% | +3.3% |
| 7D | +3.6% | -2.9% | +6.4% | +4.2% |
| 30D | -9.6% | -7.6% | -2.1% | -8.1% |
| 3M | -31.9% | -8.6% | -23.4% | -30.7% |
| 6M | -13.8% | +4.1% | -17.9% | -15.1% |
| YTD | +13.3% | +2.2% | +11.1% | +11.6% |
| 1Y | +39.3% | +26.2% | +13.1% | +30.5% |
| 3Y | +168.3% | +121.2% | +47.2% | +109.6% |
| 5Y | +166.4% | +136.5% | +29.9% | +97.9% |
| 10Y | +739.9% | +300.1% | +439.8% | +374.2% |
| All | +739.9% | +308.5% | +431.4% | +374.2% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling