+130.3%
MRK vs GRMN
+73.8%
+56.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -5.0% | -1.8% | -3.2% | -4.9% |
| 30D | +11.0% | -12.1% | +23.1% | +12.2% |
| 3M | +22.4% | +18.0% | +4.4% | +20.1% |
| 6M | +25.4% | +13.7% | +11.7% | +23.5% |
| YTD | +39.5% | +35.3% | +4.2% | +35.0% |
| 1Y | +78.0% | +17.2% | +60.7% | +74.5% |
| 3Y | +45.5% | +179.6% | -134.1% | +31.8% |
| 5Y | +130.3% | +75.6% | +54.7% | +117.6% |
| All | +130.3% | +73.8% | +56.4% | +117.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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