+445.5%
MRK vs ASX
+3,515.0%
-3,069.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | +1.3% | -0.7% | +2.0% | +1.4% |
| 30D | +17.1% | +2.0% | +15.2% | +16.8% |
| 3M | +25.9% | -1.3% | +27.2% | +25.0% |
| 6M | +26.8% | +71.4% | -44.6% | +18.3% |
| YTD | +44.9% | +135.3% | -90.4% | +30.5% |
| 1Y | +84.8% | +267.5% | -182.6% | +58.1% |
| 3Y | +50.1% | +388.5% | -338.4% | +22.5% |
| 5Y | +127.4% | +417.1% | -289.7% | +81.2% |
| 10Y | +240.0% | +872.7% | -632.8% | +142.8% |
| All | +445.5% | +3,515.0% | -3,069.5% | +215.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling