+343.4%
MRK vs GRMN
+6,622.3%
-6,278.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -1.2% |
| 7D | -0.9% | +0.2% | -1.1% | -1.0% |
| 30D | +15.5% | -11.3% | +26.8% | +17.5% |
| 3M | +25.1% | +17.7% | +7.4% | +21.7% |
| 6M | +30.1% | +14.2% | +15.9% | +27.0% |
| YTD | +43.1% | +37.0% | +6.1% | +35.7% |
| 1Y | +82.5% | +17.0% | +65.5% | +76.9% |
| 3Y | +49.3% | +183.2% | -133.9% | +24.6% |
| 5Y | +130.3% | +77.3% | +53.0% | +104.4% |
| 10Y | +234.3% | +630.9% | -396.5% | +138.6% |
| All | +343.4% | +6,622.3% | -6,278.8% | +136.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling