+289.3%
INTC vs MRK
+84.5%
+204.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +4.4% |
| 7D | +7.1% | +1.3% | +5.7% | +7.2% |
| 30D | -5.2% | +17.1% | -22.3% | -3.6% |
| 3M | -14.3% | +25.9% | -40.2% | -12.6% |
| 6M | +110.2% | +26.8% | +83.4% | +114.8% |
| YTD | +159.6% | +44.9% | +114.7% | +163.4% |
| 1Y | +289.3% | +84.8% | +204.4% | +294.4% |
| All | +289.3% | +84.5% | +204.8% | +294.4% |
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 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