+180.8%
UTHR vs MNDY
-53.2%
+234.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.8% | +1.8% |
| 7D | +3.0% | -14.1% | +17.1% | +3.3% |
| 30D | -4.3% | -8.5% | +4.2% | -4.2% |
| 3M | -8.4% | -2.5% | -5.8% | -8.4% |
| 6M | -4.2% | +0.1% | -4.3% | -4.4% |
| YTD | +4.0% | -45.0% | +49.0% | +5.0% |
| 1Y | +25.5% | -58.1% | +83.6% | +27.3% |
| 3Y | +125.1% | -52.6% | +177.7% | +127.5% |
| 5Y | +140.3% | -79.3% | +219.6% | +146.7% |
| All | +180.8% | -53.2% | +234.0% | +193.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling