+84.6%
MRK vs CG
-14.1%
+98.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.5% | -0.6% | +3.6% |
| 7D | +6.7% | +9.4% | -2.8% | +6.0% |
| 30D | +7.8% | +8.7% | -1.0% | +7.2% |
| 3M | +18.2% | -15.0% | +33.1% | +19.4% |
| 6M | +34.7% | -13.2% | +47.9% | +36.1% |
| YTD | +45.8% | -26.2% | +71.9% | +48.4% |
| 1Y | +84.6% | -14.1% | +98.7% | +78.8% |
| All | +84.6% | -14.1% | +98.6% | +78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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