+258.1%
MTZ vs UTHR
+150.6%
+107.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.7% | +10.2% | +9.6% |
| 7D | -6.4% | -6.1% | -0.3% | -5.8% |
| 30D | -22.1% | +3.1% | -25.2% | -22.3% |
| 3M | -32.7% | +5.5% | -38.1% | -33.2% |
| 6M | -59.8% | -5.8% | -54.0% | -59.6% |
| YTD | -19.9% | +15.3% | -35.3% | -21.6% |
| 1Y | -11.5% | +23.8% | -35.3% | -14.1% |
| 3Y | +258.1% | +146.3% | +111.8% | +191.8% |
| All | +258.1% | +150.6% | +107.5% | +191.8% |
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