+927.1%
MRK vs BLDR
+372.2%
+554.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.4% | -2.9% | -0.8% |
| 7D | -4.3% | -8.2% | +4.0% | -3.5% |
| 30D | +8.3% | -16.6% | +24.9% | +10.2% |
| 3M | +20.0% | -23.2% | +43.2% | +22.7% |
| 6M | +25.7% | -33.7% | +59.4% | +29.9% |
| YTD | +38.7% | -41.3% | +80.1% | +44.8% |
| 1Y | +74.7% | -58.8% | +133.5% | +88.3% |
| 3Y | +45.4% | -57.5% | +102.8% | +53.4% |
| 5Y | +129.0% | +12.9% | +116.1% | +116.0% |
| 10Y | +228.0% | +378.4% | -150.3% | +155.4% |
| All | +927.1% | +372.2% | +554.9% | +455.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling