+855.4%
MU vs VRTX
+44.2%
+811.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.9% |
| 7D | -22.0% | -2.1% | -19.9% | -21.6% |
| 30D | -36.6% | +8.2% | -44.8% | -37.9% |
| 3M | -21.7% | +13.0% | -34.7% | -24.7% |
| 6M | +3.5% | +27.9% | -24.4% | -4.8% |
| YTD | +141.9% | +20.7% | +121.3% | +126.0% |
| 1Y | +189.8% | +31.4% | +158.4% | +162.7% |
| 3Y | +855.4% | +41.8% | +813.6% | +741.7% |
| All | +855.4% | +44.2% | +811.1% | +741.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 3y: compounded portfolio wealth divided by compounded VRTX 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…
3y analysis · Full analysis span regression · 6 months rolling