+142.4%
GILD vs MP
+45.4%
+97.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.7% |
| 7D | -4.8% | -7.4% | +2.6% | -4.6% |
| 30D | +5.8% | -6.7% | +12.4% | +6.0% |
| 3M | +14.9% | -11.7% | +26.6% | +15.2% |
| 6M | -0.4% | -18.9% | +18.5% | -0.1% |
| YTD | +18.5% | 0.0% | +18.6% | +17.9% |
| 1Y | +25.1% | -19.9% | +45.0% | +24.8% |
| 3Y | +105.9% | +133.4% | -27.5% | +92.2% |
| All | +142.4% | +45.4% | +97.1% | +126.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling