+1,315.7%
MU vs UTHR
+133.0%
+1,182.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.6% | +6.2% |
| 7D | +9.0% | -5.4% | +14.4% | +9.7% |
| 30D | +13.8% | -6.0% | +19.9% | +14.6% |
| 3M | +2.1% | -11.0% | +13.1% | +3.4% |
| 6M | +153.8% | -0.5% | +154.3% | +151.6% |
| YTD | +256.4% | +0.1% | +256.3% | +252.9% |
| 1Y | +719.8% | +28.2% | +691.6% | +681.3% |
| 3Y | +1,360.4% | +113.8% | +1,246.5% | +1,147.5% |
| All | +1,315.7% | +133.0% | +1,182.6% | +1,025.5% |
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