+130.3%
MRK vs GEN
+21.5%
+108.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.0% |
| 7D | -5.0% | -4.3% | -0.7% | -4.7% |
| 30D | +11.0% | +3.8% | +7.2% | +10.7% |
| 3M | +22.4% | +22.3% | +0.1% | +20.6% |
| 6M | +25.4% | +39.0% | -13.6% | +22.2% |
| YTD | +39.5% | +11.9% | +27.6% | +38.6% |
| 1Y | +78.0% | +4.5% | +73.5% | +77.9% |
| 3Y | +45.5% | +59.0% | -13.4% | +40.0% |
| 5Y | +130.3% | +22.0% | +108.3% | +131.2% |
| All | +130.3% | +21.5% | +108.8% | +131.2% |
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