+226.2%
MRK vs BIL
+25.2%
+200.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | +11.0% | +0.3% | +10.7% | +10.4% |
| 3M | +22.4% | +0.9% | +21.5% | +20.7% |
| 6M | +25.4% | +1.8% | +23.6% | +22.0% |
| YTD | +39.5% | +2.5% | +37.0% | +34.4% |
| 1Y | +78.0% | +3.7% | +74.3% | +68.6% |
| 3Y | +45.5% | +14.1% | +31.5% | +15.8% |
| 5Y | +130.3% | +19.4% | +110.8% | +65.0% |
| All | +226.2% | +25.2% | +200.9% | +138.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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