+282.4%
MXL vs UTHR
+795.1%
-512.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.8% | +5.8% | +7.1% |
| 7D | +19.0% | +3.0% | +16.0% | +18.1% |
| 30D | +4.5% | -4.3% | +8.8% | +5.5% |
| 3M | -1.5% | -8.4% | +6.9% | +0.3% |
| 6M | +348.6% | -4.2% | +352.8% | +346.9% |
| YTD | +310.3% | +4.0% | +306.3% | +298.0% |
| 1Y | +344.7% | +25.5% | +319.2% | +306.7% |
| 3Y | +211.2% | +125.1% | +86.1% | +128.5% |
| 5Y | +34.8% | +140.3% | -105.5% | -5.4% |
| 10Y | +286.5% | +322.5% | -36.0% | +111.7% |
| All | +282.4% | +795.1% | -512.7% | +30.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling