+236.2%
MRK vs DAL
+126.9%
+109.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.4% | -0.6% |
| 7D | -2.7% | +0.8% | -3.5% | -2.8% |
| 30D | +12.7% | -11.7% | +24.4% | +14.0% |
| 3M | +24.2% | -2.7% | +27.0% | +24.4% |
| 6M | +27.8% | +30.7% | -2.8% | +24.2% |
| YTD | +42.2% | +14.4% | +27.8% | +39.7% |
| 1Y | +80.2% | +31.2% | +49.0% | +74.4% |
| 3Y | +48.4% | +99.4% | -51.1% | +35.5% |
| 5Y | +133.6% | +98.6% | +35.0% | +110.2% |
| 10Y | +236.2% | +135.0% | +101.2% | +169.3% |
| All | +236.2% | +126.9% | +109.3% | +169.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded DAL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling