+226.2%
MRK vs GEN
+157.3%
+68.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.0% |
| 7D | -5.0% | -4.3% | -0.7% | -4.6% |
| 30D | +11.0% | +3.8% | +7.2% | +10.5% |
| 3M | +22.4% | +22.3% | +0.1% | +19.8% |
| 6M | +25.4% | +39.0% | -13.6% | +20.8% |
| YTD | +39.5% | +11.9% | +27.6% | +37.4% |
| 1Y | +78.0% | +4.5% | +73.5% | +76.6% |
| 3Y | +45.5% | +59.0% | -13.4% | +36.9% |
| 5Y | +130.3% | +22.0% | +108.3% | +120.9% |
| All | +226.2% | +157.3% | +68.8% | +176.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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