+3,812.0%
MRK vs HAS
+3,598.5%
+213.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | +1.3% | -1.8% | +3.1% | +1.7% |
| 30D | +17.1% | +2.3% | +14.9% | +16.7% |
| 3M | +25.9% | +10.4% | +15.5% | +23.6% |
| 6M | +26.8% | -3.2% | +30.0% | +27.1% |
| YTD | +44.9% | +15.4% | +29.5% | +40.6% |
| 1Y | +84.8% | +18.8% | +66.0% | +78.3% |
| 3Y | +50.1% | +43.9% | +6.2% | +37.6% |
| 5Y | +127.4% | +13.9% | +113.5% | +113.3% |
| 10Y | +240.0% | +56.4% | +183.5% | +185.9% |
| All | +3,812.0% | +3,598.5% | +213.5% | +1,459.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling