+130.3%
MRK vs IBB
+20.0%
+110.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +0.9% | -0.3% |
| 7D | -0.9% | -1.7% | +0.7% | -0.2% |
| 30D | +15.5% | +4.9% | +10.6% | +13.6% |
| 3M | +25.1% | +24.2% | +0.9% | +15.4% |
| 6M | +30.1% | +23.8% | +6.3% | +19.9% |
| YTD | +43.1% | +23.0% | +20.2% | +32.1% |
| 1Y | +82.5% | +46.2% | +36.3% | +58.5% |
| 3Y | +49.3% | +64.8% | -15.5% | +24.0% |
| 5Y | +130.3% | +20.9% | +109.3% | +89.3% |
| All | +130.3% | +20.0% | +110.3% | +89.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling