+121,072.5%
AAPL vs MRK
+3,807.5%
+117,265.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -3.0% | -2.7% | -0.2% | -2.1% |
| 30D | +2.3% | +12.7% | -10.4% | -1.7% |
| 3M | +8.6% | +24.2% | -15.6% | +1.1% |
| 6M | +21.6% | +27.8% | -6.3% | +12.0% |
| YTD | +16.3% | +42.2% | -25.9% | +3.4% |
| 1Y | +35.1% | +80.2% | -45.1% | +11.0% |
| 3Y | +79.4% | +48.4% | +31.0% | +54.0% |
| 5Y | +109.8% | +133.6% | -23.7% | +53.6% |
| 10Y | +1,237.1% | +236.2% | +1,000.8% | +769.0% |
| All | +121,072.5% | +3,807.5% | +117,265.0% | +24,310.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling