+375.1%
META vs MRK
+238.6%
+136.5%
-76.7%
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 | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | +6.0% | -0.9% | +7.0% | +6.3% |
| 30D | +3.6% | +15.5% | -11.9% | -0.2% |
| 3M | +4.9% | +25.1% | -20.2% | -1.5% |
| 6M | -4.7% | +30.1% | -34.8% | -11.6% |
| YTD | -6.9% | +43.1% | -50.0% | -16.3% |
| 1Y | -18.2% | +82.5% | -100.6% | -31.7% |
| 3Y | +107.8% | +49.3% | +58.4% | +79.9% |
| 5Y | +63.9% | +130.3% | -66.3% | +15.6% |
| 10Y | +375.1% | +234.3% | +140.7% | +204.9% |
| All | +375.1% | +238.6% | +136.5% | +204.9% |
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