+719.8%
MU vs GILD
+36.9%
+682.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.2% | +6.1% |
| 7D | +9.0% | +3.7% | +5.3% | +8.9% |
| 30D | +13.8% | +14.6% | -0.8% | +13.1% |
| 3M | +2.1% | +17.7% | -15.6% | +0.5% |
| 6M | +153.8% | +3.1% | +150.7% | +165.6% |
| YTD | +256.4% | +24.5% | +231.9% | +246.4% |
| 1Y | +719.8% | +37.4% | +682.4% | +682.3% |
| All | +719.8% | +36.9% | +682.8% | +682.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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