+157.9%
MTZ vs UTHR
+133.0%
+24.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.7% | +2.2% |
| 7D | -1.6% | -5.4% | +3.8% | -0.9% |
| 30D | -11.1% | -6.0% | -5.0% | -10.5% |
| 3M | -36.7% | -11.0% | -25.7% | -35.9% |
| 6M | -21.9% | -0.5% | -21.4% | -22.1% |
| YTD | +9.1% | +0.1% | +9.0% | +8.6% |
| 1Y | +30.0% | +28.2% | +1.8% | +25.4% |
| 3Y | +138.5% | +113.8% | +24.6% | +110.7% |
| All | +157.9% | +133.0% | +24.9% | +114.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling