+45.0%
AAPL vs MRK
+76.4%
-31.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.3% | +1.8% |
| 7D | +3.8% | -4.3% | +8.1% | +4.4% |
| 30D | +9.9% | +8.3% | +1.6% | +8.7% |
| 3M | +12.5% | +20.0% | -7.6% | +9.9% |
| 6M | +27.6% | +25.7% | +2.0% | +23.9% |
| YTD | +22.6% | +38.7% | -16.2% | +18.5% |
| 1Y | +45.0% | +74.7% | -29.7% | +39.5% |
| All | +45.0% | +76.4% | -31.4% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 MRK 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