+74.7%
MRK vs BBY
+24.8%
+49.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.1% | -3.6% | -0.8% |
| 7D | -4.3% | +0.6% | -4.8% | -4.3% |
| 30D | +8.3% | +9.4% | -1.1% | +7.6% |
| 3M | +20.0% | +19.3% | +0.7% | +18.4% |
| 6M | +25.7% | +47.9% | -22.2% | +21.4% |
| YTD | +38.7% | +39.6% | -0.8% | +35.9% |
| 1Y | +74.7% | +22.2% | +52.5% | +79.7% |
| All | +74.7% | +24.8% | +49.9% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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