+139.6%
UTHR vs MNDY
-77.7%
+217.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.0% | -5.6% | -0.7% |
| 7D | +2.8% | -12.5% | +15.3% | +3.0% |
| 30D | -2.3% | -2.6% | +0.4% | -2.3% |
| 3M | -7.4% | +4.2% | -11.6% | -7.5% |
| 6M | -6.0% | +9.8% | -15.7% | -6.3% |
| YTD | +3.4% | -42.3% | +45.7% | +4.2% |
| 1Y | +27.1% | -54.5% | +81.6% | +28.6% |
| 3Y | +123.8% | -50.3% | +174.1% | +126.2% |
| 5Y | +139.6% | -77.1% | +216.7% | +144.8% |
| All | +139.6% | -77.7% | +217.3% | +144.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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