+309.8%
BE vs MRK
+76.4%
+233.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.5% | +7.2% | +6.6% |
| 7D | +9.0% | -4.3% | +13.3% | +8.6% |
| 30D | +16.3% | +8.3% | +8.0% | +17.8% |
| 3M | +10.8% | +20.0% | -9.2% | +13.4% |
| 6M | +73.2% | +25.7% | +47.5% | +76.2% |
| YTD | +217.4% | +38.7% | +178.6% | +224.4% |
| 1Y | +309.8% | +74.7% | +235.1% | +311.9% |
| All | +309.8% | +76.4% | +233.4% | +311.9% |
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