+938.2%
MU vs VRTX
+187.6%
+750.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.3% |
| 7D | +12.8% | -1.6% | +14.4% | +13.3% |
| 30D | -14.9% | +8.0% | -22.9% | -17.0% |
| 3M | -18.0% | +4.3% | -22.3% | -19.5% |
| 6M | -3.1% | +18.9% | -22.0% | -9.4% |
| YTD | +172.9% | +18.8% | +154.1% | +154.3% |
| 1Y | +228.8% | +24.0% | +204.9% | +201.3% |
| 3Y | +950.8% | +42.1% | +908.7% | +797.6% |
| All | +938.2% | +187.6% | +750.7% | +563.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling