+8.8%
MUB vs UTHR
+123.2%
-114.4%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | 0.0% |
| 7D | -0.3% | -2.9% | +2.6% | -0.3% |
| 30D | -1.5% | -7.6% | +6.0% | -1.5% |
| 3M | -1.9% | -8.6% | +6.6% | -1.9% |
| 6M | -1.7% | +4.1% | -5.9% | -1.7% |
| YTD | -0.8% | +2.2% | -3.0% | -0.8% |
| 1Y | +1.5% | +26.2% | -24.7% | +1.3% |
| 3Y | +8.8% | +121.2% | -112.4% | +7.0% |
| All | +8.8% | +123.2% | -114.4% | +7.0% |
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 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