+49.3%
MRK vs ASX
+443.1%
-393.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.1% | -7.3% | -1.3% |
| 7D | -0.9% | +6.3% | -7.2% | -1.0% |
| 30D | +15.5% | +6.4% | +9.0% | +15.5% |
| 3M | +25.1% | +13.1% | +12.0% | +24.5% |
| 6M | +30.1% | +90.3% | -60.2% | +26.9% |
| YTD | +43.1% | +149.6% | -106.5% | +38.7% |
| 1Y | +82.5% | +249.2% | -166.7% | +74.4% |
| 3Y | +49.3% | +445.9% | -396.6% | +39.8% |
| All | +49.3% | +443.1% | -393.8% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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