+224.4%
MRK vs BEN
+56.6%
+167.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -4.3% | -3.1% | -1.1% | -3.7% |
| 30D | +8.3% | +0.2% | +8.1% | +8.2% |
| 3M | +20.0% | +6.8% | +13.2% | +18.5% |
| 6M | +25.7% | +38.1% | -12.4% | +18.2% |
| YTD | +38.7% | +44.3% | -5.6% | +29.2% |
| 1Y | +74.7% | +42.6% | +32.1% | +62.8% |
| 3Y | +45.4% | +52.3% | -7.0% | +31.7% |
| 5Y | +129.0% | +37.6% | +91.4% | +106.6% |
| All | +224.4% | +56.6% | +167.8% | +152.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling