+129.9%
MRK vs ELV
+25.1%
+104.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.7% |
| 7D | -4.3% | +3.2% | -7.5% | -5.0% |
| 30D | +8.3% | +5.4% | +2.9% | +6.9% |
| 3M | +20.0% | +5.4% | +14.7% | +18.0% |
| 6M | +25.7% | +45.7% | -20.0% | +13.5% |
| YTD | +38.7% | +21.2% | +17.5% | +30.4% |
| 1Y | +74.7% | +35.6% | +39.1% | +58.9% |
| 3Y | +45.4% | -2.0% | +47.4% | +40.3% |
| All | +129.9% | +25.1% | +104.8% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 2021-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded ELV 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling