+224.4%
MRK vs GE
+151.5%
+72.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | -4.3% | -4.0% | -0.3% | -3.7% |
| 30D | +8.3% | -11.4% | +19.7% | +9.9% |
| 3M | +20.0% | -2.6% | +22.7% | +20.1% |
| 6M | +25.7% | -0.3% | +26.0% | +25.1% |
| YTD | +38.7% | +5.4% | +33.4% | +36.9% |
| 1Y | +74.7% | +15.5% | +59.1% | +70.2% |
| 3Y | +45.4% | +260.8% | -215.4% | +19.4% |
| 5Y | +129.0% | +421.6% | -292.6% | +76.2% |
| All | +224.4% | +151.5% | +72.9% | +168.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 10y: compounded portfolio wealth divided by compounded GE 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…
10y analysis · Full analysis span regression · 6 months rolling