-57.4%
MUZ vs UTHR
+8.1%
-65.5%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | +1.2% | -25.1% | -23.5% |
| 7D | -17.7% | -2.1% | -15.5% | -17.0% |
| 30D | +14.5% | +8.3% | +6.2% | +12.9% |
| 3M | -25.7% | +15.5% | -41.3% | -27.0% |
| All | -57.4% | +8.1% | -65.5% | -49.4% |
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 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 · Available span rolling