+2,502.5%
LITE vs MRK
+238.6%
+2,263.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.2% | +12.3% | +11.3% |
| 7D | +12.6% | -0.9% | +13.5% | +12.8% |
| 30D | +9.9% | +15.5% | -5.5% | +5.9% |
| 3M | +9.3% | +25.1% | -15.8% | +2.5% |
| 6M | +75.2% | +30.1% | +45.1% | +62.6% |
| YTD | +165.5% | +43.1% | +122.4% | +140.6% |
| 1Y | +555.0% | +82.5% | +472.5% | +458.0% |
| 3Y | +1,870.5% | +49.3% | +1,821.2% | +1,629.6% |
| 5Y | +1,009.8% | +130.3% | +879.6% | +702.6% |
| 10Y | +2,502.5% | +234.3% | +2,268.1% | +1,843.9% |
| All | +2,502.5% | +238.6% | +2,263.9% | +1,843.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling