+427.2%
MRK vs FIS
+346.5%
+80.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.9% | +4.7% | +0.3% |
| 7D | -0.9% | -3.5% | +2.5% | 0.0% |
| 30D | +15.5% | -7.8% | +23.3% | +17.8% |
| 3M | +25.1% | +0.8% | +24.3% | +24.2% |
| 6M | +30.1% | -21.9% | +52.0% | +37.7% |
| YTD | +43.1% | -39.5% | +82.6% | +61.9% |
| 1Y | +82.5% | -41.0% | +123.4% | +107.6% |
| 3Y | +49.3% | -23.6% | +72.9% | +55.4% |
| 5Y | +130.3% | -65.6% | +195.9% | +188.2% |
| 10Y | +234.3% | -40.2% | +274.6% | +241.9% |
| All | +427.2% | +346.5% | +80.6% | +209.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FIS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling