+49.0%
MRK vs GE
+269.2%
-220.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.4% |
| 7D | -2.7% | -1.2% | -1.5% | -2.6% |
| 30D | +12.7% | -11.3% | +23.9% | +13.7% |
| 3M | +24.2% | -1.4% | +25.6% | +23.8% |
| 6M | +27.8% | +1.2% | +26.6% | +26.6% |
| YTD | +42.2% | +5.9% | +36.3% | +40.3% |
| 1Y | +80.2% | +18.4% | +61.8% | +76.3% |
| All | +49.0% | +269.2% | -220.2% | +31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling