+227.3%
MRK vs CASY
+565.2%
-337.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.0% |
| 7D | -2.1% | +5.8% | -7.9% | -3.1% |
| 30D | +1.2% | +10.7% | -9.5% | -0.6% |
| 3M | +13.5% | -13.9% | +27.4% | +16.0% |
| 6M | +34.0% | -18.4% | +52.4% | +37.6% |
| YTD | +42.7% | +29.6% | +13.1% | +33.7% |
| 1Y | +66.6% | +32.8% | +33.8% | +55.2% |
| 3Y | +59.1% | +162.3% | -103.2% | +27.5% |
| 5Y | +104.1% | +265.0% | -160.9% | +50.8% |
| 10Y | +227.3% | +555.4% | -328.0% | +114.5% |
| All | +227.3% | +565.2% | -337.8% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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