+2,396.1%
MUU vs UTHR
+40.0%
+2,356.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.8% |
| 7D | -8.2% | +1.9% | -10.2% | -8.6% |
| 30D | +10.2% | -2.9% | +13.0% | +10.6% |
| 3M | -26.5% | -8.9% | -17.7% | -25.3% |
| 6M | +227.2% | -8.7% | +236.0% | +229.5% |
| YTD | +527.4% | +2.0% | +525.4% | +508.9% |
| 1Y | +1,843.7% | +22.8% | +1,820.9% | +1,676.6% |
| All | +2,396.1% | +40.0% | +2,356.1% | +1,920.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling