+2,423.9%
MUU vs UTHR
+41.9%
+2,382.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.7% | -9.2% |
| 7D | +3.6% | +2.8% | +0.8% | +2.9% |
| 30D | +22.3% | -2.3% | +24.6% | +22.7% |
| 3M | -8.2% | -7.4% | -0.8% | -7.1% |
| 6M | +256.3% | -6.0% | +262.3% | +255.7% |
| YTD | +534.4% | +3.4% | +531.0% | +513.8% |
| 1Y | +2,163.5% | +27.1% | +2,136.4% | +1,951.7% |
| All | +2,423.9% | +41.9% | +2,382.0% | +1,937.1% |
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