+3,767.8%
MRK vs BEN
+5,152.6%
-1,384.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.1% | +0.4% |
| 7D | +0.7% | +6.8% | -6.1% | -0.9% |
| 30D | +0.3% | +18.0% | -17.7% | -3.7% |
| 3M | +9.7% | +7.5% | +2.2% | +7.6% |
| 6M | +32.0% | +14.7% | +17.2% | +27.2% |
| YTD | +43.3% | +56.1% | -12.8% | +27.6% |
| 1Y | +63.7% | +69.6% | -5.9% | +42.9% |
| 3Y | +58.0% | +87.7% | -29.7% | +31.3% |
| 5Y | +105.0% | +28.6% | +76.3% | +82.0% |
| 10Y | +228.6% | +59.8% | +168.8% | +159.2% |
| All | +3,767.8% | +5,152.6% | -1,384.8% | +1,145.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling