+2,301.2%
MRK vs INTU
+16,954.8%
-14,653.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.6% | -0.1% |
| 7D | 0.0% | -4.1% | +4.1% | +0.5% |
| 30D | +3.5% | +12.8% | -9.3% | +1.9% |
| 3M | +11.2% | +2.1% | +9.1% | +10.7% |
| 6M | +32.5% | -11.5% | +44.0% | +33.1% |
| YTD | +42.5% | -47.9% | +90.4% | +51.6% |
| 1Y | +65.4% | -47.7% | +113.1% | +75.8% |
| 3Y | +58.8% | -34.0% | +92.8% | +62.1% |
| 5Y | +103.9% | -43.5% | +147.4% | +107.7% |
| 10Y | +226.8% | +231.1% | -4.3% | +163.2% |
| All | +2,301.2% | +16,954.8% | -14,653.6% | +1,079.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling