+1,252.2%
MTZ vs UTHR
+7,123.9%
-5,871.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.7% | +2.2% |
| 7D | -1.6% | -5.4% | +3.8% | -0.6% |
| 30D | -11.1% | -6.0% | -5.0% | -10.1% |
| 3M | -36.7% | -11.0% | -25.7% | -35.4% |
| 6M | -21.9% | -0.5% | -21.4% | -22.2% |
| YTD | +9.1% | +0.1% | +9.0% | +8.3% |
| 1Y | +30.0% | +28.2% | +1.8% | +22.8% |
| 3Y | +138.5% | +113.8% | +24.6% | +99.1% |
| 5Y | +158.3% | +131.3% | +27.0% | +108.9% |
| 10Y | +700.8% | +296.7% | +404.1% | +462.7% |
| All | +1,252.2% | +7,123.9% | -5,871.7% | +404.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling