+636.7%
DELL vs MRK
+45.2%
+591.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.9% | -3.4% | -5.3% |
| 7D | -1.9% | -5.0% | +3.1% | -1.8% |
| 30D | +14.9% | +11.0% | +3.9% | +14.8% |
| 3M | +37.2% | +22.4% | +14.8% | +36.1% |
| 6M | +254.0% | +25.4% | +228.6% | +249.6% |
| YTD | +306.1% | +39.5% | +266.7% | +300.1% |
| 1Y | +312.3% | +78.0% | +234.3% | +299.4% |
| All | +636.7% | +45.2% | +591.5% | +625.4% |
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