+46.1%
MRK vs LNT
+46.9%
-0.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.6% |
| 7D | -5.0% | -1.1% | -3.9% | -4.7% |
| 30D | +11.0% | -1.9% | +12.9% | +11.7% |
| 3M | +22.4% | -7.2% | +29.6% | +25.6% |
| 6M | +25.4% | -3.9% | +29.3% | +27.3% |
| YTD | +39.5% | +5.9% | +33.6% | +37.7% |
| 1Y | +78.0% | +8.4% | +69.6% | +74.7% |
| All | +46.1% | +46.9% | -0.7% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 3y: compounded portfolio wealth divided by compounded LNT 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…
3y analysis · Full analysis span regression · 6 months rolling