+45.4%
GILD vs MP
-35.7%
+81.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.1% | +9.3% | +4.2% |
| 7D | +9.6% | -12.5% | +22.1% | +9.6% |
| 30D | +20.6% | -23.3% | +44.0% | +20.7% |
| 3M | +29.7% | -24.4% | +54.1% | +30.0% |
| 6M | +33.1% | -45.8% | +78.9% | +33.4% |
| YTD | +44.7% | -28.9% | +73.6% | +46.3% |
| 1Y | +45.4% | -34.6% | +79.9% | +47.0% |
| All | +45.4% | -35.7% | +81.0% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 1y: compounded portfolio wealth divided by compounded MP 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…
1y analysis · Full analysis span regression · 6 months rolling