+80.2%
MRK vs ACWI
+20.9%
+59.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | +12.7% | -0.6% | +13.3% | +12.8% |
| 3M | +24.2% | +4.3% | +20.0% | +22.8% |
| 6M | +27.8% | +12.7% | +15.1% | +21.8% |
| YTD | +42.2% | +13.9% | +28.3% | +34.1% |
| 1Y | +80.2% | +20.5% | +59.7% | +53.3% |
| All | +80.2% | +20.9% | +59.3% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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