+963.5%
HOOD vs MRK
+48.0%
+915.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.7% |
| 7D | +7.7% | -2.7% | +10.5% | +8.1% |
| 30D | +22.0% | +12.7% | +9.3% | +21.3% |
| 3M | +37.6% | +24.2% | +13.4% | +36.0% |
| 6M | +45.3% | +27.8% | +17.5% | +43.2% |
| YTD | +1.9% | +42.2% | -40.3% | -1.0% |
| 1Y | -2.7% | +80.2% | -82.9% | -9.3% |
| All | +963.5% | +48.0% | +915.5% | +849.2% |
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 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