+87.8%
AAPL vs MRK
+44.4%
+43.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.3% | +1.8% |
| 7D | +3.8% | -4.3% | +8.1% | +4.6% |
| 30D | +9.9% | +8.3% | +1.6% | +8.3% |
| 3M | +12.5% | +20.0% | -7.6% | +8.7% |
| 6M | +27.6% | +25.7% | +2.0% | +22.2% |
| YTD | +22.6% | +38.7% | -16.2% | +15.3% |
| 1Y | +45.0% | +74.7% | -29.7% | +30.6% |
| 3Y | +87.8% | +45.4% | +42.4% | +77.6% |
| All | +87.8% | +44.4% | +43.4% | +77.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling