+106.8%
MRK vs AVAV
+18.1%
+88.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.5% | -10.6% | -0.2% |
| 7D | -1.9% | -10.6% | +8.7% | -1.8% |
| 30D | +2.8% | -18.8% | +21.6% | +2.8% |
| 3M | +15.0% | -34.1% | +49.1% | +15.2% |
| 6M | +30.9% | -35.3% | +66.2% | +31.2% |
| YTD | +42.3% | -53.4% | +95.7% | +42.5% |
| 1Y | +76.1% | -65.6% | +141.7% | +76.4% |
| 3Y | +54.1% | -5.1% | +59.2% | +52.0% |
| All | +106.8% | +18.1% | +88.6% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 5y: compounded portfolio wealth divided by compounded AVAV 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…
5y analysis · Full analysis span regression · 6 months rolling