+105.7%
MRK vs GEN
+33.3%
+72.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | +0.4% |
| 7D | +0.7% | +2.0% | -1.3% | +0.6% |
| 30D | +0.3% | +27.7% | -27.5% | -1.3% |
| 3M | +9.7% | +3.3% | +6.4% | +9.2% |
| 6M | +32.0% | +31.8% | +0.1% | +29.1% |
| YTD | +43.3% | +13.5% | +29.8% | +42.1% |
| 1Y | +63.7% | +16.0% | +47.6% | +61.9% |
| 3Y | +58.0% | +70.6% | -12.6% | +51.5% |
| All | +105.7% | +33.3% | +72.4% | +100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling