+2,683.6%
MUU vs UTHR
+42.7%
+2,640.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.8% | +3.7% | +5.1% |
| 7D | +15.0% | +3.0% | +12.0% | +14.2% |
| 30D | +36.8% | -4.3% | +41.1% | +37.9% |
| 3M | -8.5% | -8.4% | -0.1% | -7.0% |
| 6M | +320.7% | -4.2% | +325.0% | +317.5% |
| YTD | +599.7% | +4.0% | +595.7% | +575.9% |
| 1Y | +2,569.2% | +25.5% | +2,543.7% | +2,327.1% |
| All | +2,683.6% | +42.7% | +2,640.9% | +2,143.4% |
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