+651.5%
ADI vs MRK
+230.6%
+420.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.4% | +5.0% |
| 7D | +4.6% | -4.3% | +8.8% | +5.9% |
| 30D | -1.2% | +8.3% | -9.5% | -3.9% |
| 3M | -7.8% | +20.0% | -27.9% | -13.7% |
| 6M | +19.3% | +25.7% | -6.3% | +9.9% |
| YTD | +40.9% | +38.7% | +2.2% | +25.5% |
| 1Y | +54.5% | +74.7% | -20.2% | +27.1% |
| 3Y | +123.4% | +45.4% | +78.1% | +90.2% |
| 5Y | +142.3% | +129.0% | +13.3% | +64.3% |
| All | +651.5% | +230.6% | +420.9% | +377.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling