+3,767.8%
MRK vs GEN
+8,765.9%
-4,998.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.4% | -1.8% | +0.3% |
| 7D | +0.7% | +2.0% | -1.3% | +0.5% |
| 30D | +0.3% | +27.7% | -27.5% | -1.9% |
| 3M | +9.7% | +3.3% | +6.4% | +9.0% |
| 6M | +32.0% | +31.8% | +0.1% | +28.3% |
| YTD | +43.3% | +13.5% | +29.8% | +40.6% |
| 1Y | +63.7% | +16.0% | +47.6% | +60.3% |
| 3Y | +58.0% | +70.6% | -12.6% | +48.9% |
| 5Y | +105.0% | +32.1% | +72.9% | +95.7% |
| 10Y | +228.6% | +153.4% | +75.2% | +190.6% |
| All | +3,767.8% | +8,765.9% | -4,998.1% | +2,021.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling