+3,645.5%
MRK vs BBY
+76,035.1%
-72,389.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +7.4% |
| 3M | +20.0% | +19.3% | +0.7% | +18.0% |
| 6M | +25.7% | +47.9% | -22.2% | +20.8% |
| YTD | +38.7% | +39.6% | -0.8% | +34.0% |
| 1Y | +74.7% | +22.2% | +52.5% | +70.6% |
| 3Y | +45.4% | +45.0% | +0.4% | +38.2% |
| 5Y | +129.0% | +2.6% | +126.5% | +121.7% |
| 10Y | +228.0% | +250.5% | -22.5% | +177.6% |
| All | +3,645.5% | +76,035.1% | -72,389.7% | +1,754.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling