+892.5%
MTZ vs UTHR
+8,226.2%
-7,333.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.7% | +10.2% | +9.7% |
| 7D | -6.4% | -6.1% | -0.3% | -5.4% |
| 30D | -22.1% | +3.1% | -25.2% | -22.6% |
| 3M | -32.7% | +5.5% | -38.1% | -33.7% |
| 6M | -59.8% | -5.8% | -54.0% | -59.6% |
| YTD | -19.9% | +15.3% | -35.3% | -22.9% |
| 1Y | -11.5% | +23.8% | -35.3% | -15.9% |
| 3Y | +258.1% | +146.3% | +111.8% | +190.4% |
| 5Y | +85.5% | +177.8% | -92.3% | +44.5% |
| 10Y | +492.2% | +392.4% | +99.8% | +299.1% |
| All | +892.5% | +8,226.2% | -7,333.7% | +259.0% |
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