+3,746.6%
MRK vs CASY
+33,946.0%
-30,199.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.9% | 0.0% |
| 7D | 0.0% | +2.5% | -2.5% | -0.4% |
| 30D | +3.5% | +10.2% | -6.7% | +2.0% |
| 3M | +11.2% | -15.7% | +26.9% | +13.6% |
| 6M | +32.5% | -18.4% | +50.9% | +35.3% |
| YTD | +42.5% | +28.3% | +14.2% | +35.8% |
| 1Y | +65.4% | +32.6% | +32.9% | +56.8% |
| 3Y | +58.8% | +159.5% | -100.7% | +34.7% |
| 5Y | +103.9% | +263.9% | -160.0% | +63.1% |
| 10Y | +226.8% | +548.5% | -321.7% | +135.6% |
| All | +3,746.6% | +33,946.0% | -30,199.3% | +1,549.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling