+236.2%
MRK vs INTU
+209.2%
+27.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +0.9% | -0.4% |
| 7D | -2.7% | -8.5% | +5.7% | -1.5% |
| 30D | +12.7% | -6.1% | +18.8% | +13.6% |
| 3M | +24.2% | +7.3% | +16.9% | +22.7% |
| 6M | +27.8% | -33.2% | +61.0% | +33.9% |
| YTD | +42.2% | -52.2% | +94.4% | +56.9% |
| 1Y | +80.2% | -52.7% | +132.9% | +98.8% |
| 3Y | +48.4% | -41.6% | +90.0% | +54.2% |
| 5Y | +133.6% | -42.6% | +176.2% | +135.9% |
| 10Y | +236.2% | +211.0% | +25.2% | +107.1% |
| All | +236.2% | +209.2% | +27.1% | +107.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 10y: compounded portfolio wealth divided by compounded INTU 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…
10y analysis · Full analysis span regression · 6 months rolling