+130.3%
MRK vs HAS
+10.2%
+120.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -1.0% |
| 7D | -0.9% | -3.1% | +2.2% | -0.6% |
| 30D | +15.5% | -2.7% | +18.2% | +15.8% |
| 3M | +25.1% | +8.9% | +16.2% | +24.0% |
| 6M | +30.1% | -2.9% | +33.0% | +30.2% |
| YTD | +43.1% | +12.6% | +30.5% | +41.3% |
| 1Y | +82.5% | +17.5% | +65.0% | +79.4% |
| 3Y | +49.3% | +46.2% | +3.1% | +43.3% |
| 5Y | +130.3% | +12.6% | +117.7% | +121.5% |
| All | +130.3% | +10.2% | +120.0% | +121.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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