-6.0%
MTZ vs UTHR
+29.7%
-35.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.6% | +5.0% | +8.3% |
| 7D | -2.4% | -2.3% | -0.1% | -2.3% |
| 30D | -11.1% | +6.1% | -17.2% | -11.4% |
| 3M | -30.6% | +8.1% | -38.7% | -31.0% |
| 6M | -54.4% | +3.1% | -57.5% | -54.5% |
| YTD | -13.0% | +19.5% | -32.6% | -13.0% |
| All | -6.0% | +29.7% | -35.6% | -9.7% |
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