+74.7%
MRK vs BLDR
-57.4%
+132.1%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -1.0% |
| 7D | -4.3% | -8.2% | +4.0% | -2.8% |
| 30D | +8.3% | -16.6% | +24.9% | +11.5% |
| 3M | +20.0% | -23.2% | +43.2% | +25.0% |
| 6M | +25.7% | -33.7% | +59.4% | +34.5% |
| YTD | +38.7% | -41.3% | +80.1% | +49.7% |
| 1Y | +74.7% | -58.8% | +133.5% | +121.6% |
| All | +74.7% | -57.4% | +132.1% | +121.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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