+139.9%
GILD vs MP
+418.4%
-278.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.5% | +4.9% | -0.5% |
| 7D | -4.2% | -4.6% | +0.3% | -4.2% |
| 30D | +6.7% | -7.1% | +13.8% | +6.8% |
| 3M | +20.0% | -4.0% | +24.0% | +20.0% |
| 6M | -1.3% | -16.7% | +15.3% | -1.2% |
| YTD | +19.4% | +1.6% | +17.8% | +19.0% |
| 1Y | +28.9% | -17.8% | +46.7% | +28.7% |
| 3Y | +110.3% | +139.6% | -29.3% | +101.8% |
| 5Y | +144.8% | +50.5% | +94.4% | +136.2% |
| All | +139.9% | +418.4% | -278.5% | +136.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling