+35.4%
MRK vs KVUE
-20.4%
+55.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | -4.3% | -5.1% | +0.9% | -3.6% |
| 30D | +8.3% | -6.3% | +14.6% | +9.2% |
| 3M | +20.0% | -0.5% | +20.6% | +20.3% |
| 6M | +25.7% | +3.1% | +22.6% | +25.4% |
| YTD | +38.7% | +6.7% | +32.1% | +38.0% |
| 1Y | +74.7% | -1.1% | +75.8% | +75.9% |
| 3Y | +45.4% | -8.7% | +54.1% | +48.0% |
| All | +35.4% | -20.4% | +55.8% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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