+272.3%
MTZ vs UTHR
+166.1%
+106.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | +5.0% | +5.2% | -0.2% | +4.4% |
| 30D | -6.0% | +9.5% | -15.5% | -6.9% |
| 3M | -36.1% | +17.9% | -54.0% | -37.3% |
| 6M | -56.9% | +2.0% | -58.9% | -57.0% |
| YTD | -15.9% | +21.3% | -37.2% | -18.1% |
| 1Y | -3.8% | +27.9% | -31.7% | -6.9% |
| 3Y | +272.3% | +162.3% | +109.9% | +212.8% |
| All | +272.3% | +166.1% | +106.1% | +212.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling