+4,782.6%
DELL vs MRK
+233.4%
+4,549.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | +8.7% | -2.7% | +11.5% | +9.5% |
| 30D | +16.9% | +12.7% | +4.2% | +12.8% |
| 3M | +40.4% | +24.2% | +16.2% | +31.0% |
| 6M | +267.1% | +27.8% | +239.2% | +238.4% |
| YTD | +329.1% | +42.2% | +286.9% | +283.3% |
| 1Y | +346.9% | +80.2% | +266.7% | +269.0% |
| 3Y | +696.6% | +48.4% | +648.3% | +579.2% |
| 5Y | +1,106.2% | +133.6% | +972.6% | +718.6% |
| 10Y | +4,177.7% | +236.2% | +3,941.5% | +2,569.3% |
| All | +4,782.6% | +233.4% | +4,549.2% | +2,976.2% |
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 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