+105.7%
MRK vs GE
+405.3%
-299.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | +0.7% | +2.7% | -1.9% | +0.4% |
| 30D | +0.3% | +8.1% | -7.8% | -0.5% |
| 3M | +9.7% | -7.9% | +17.5% | +10.2% |
| 6M | +32.0% | +12.9% | +19.1% | +29.7% |
| YTD | +43.3% | +8.2% | +35.1% | +41.2% |
| 1Y | +63.7% | +9.7% | +54.0% | +61.1% |
| 3Y | +58.0% | +266.1% | -208.1% | +38.0% |
| All | +105.7% | +405.3% | -299.6% | +70.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling