+78.0%
MRK vs IBB
+42.3%
+35.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -0.9% |
| 7D | -5.0% | -5.2% | +0.2% | -1.2% |
| 30D | +11.0% | +1.5% | +9.5% | +10.5% |
| 3M | +22.4% | +22.1% | +0.2% | +9.3% |
| 6M | +25.4% | +17.7% | +7.7% | +14.8% |
| YTD | +39.5% | +20.2% | +19.3% | +24.3% |
| 1Y | +78.0% | +44.4% | +33.5% | +25.1% |
| All | +78.0% | +42.3% | +35.6% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling