+61,001.2%
MU vs GILD
+38,746.6%
+22,254.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | -0.1% |
| 7D | -4.1% | -4.8% | +0.8% | -3.1% |
| 30D | +7.0% | +5.8% | +1.2% | +5.6% |
| 3M | -2.1% | +14.9% | -17.0% | -5.6% |
| 6M | +133.1% | -0.4% | +133.4% | +131.5% |
| YTD | +241.9% | +18.5% | +223.4% | +227.3% |
| 1Y | +548.8% | +25.1% | +523.6% | +512.8% |
| 3Y | +1,308.2% | +105.9% | +1,202.3% | +1,076.7% |
| 5Y | +1,260.7% | +143.0% | +1,117.7% | +992.2% |
| 10Y | +5,849.6% | +162.4% | +5,687.2% | +4,567.3% |
| All | +61,001.2% | +38,746.6% | +22,254.6% | +21,537.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling