+45.4%
MRK vs MET
+66.8%
-21.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | -4.3% | -0.5% | -3.8% | -4.2% |
| 30D | +8.3% | +0.5% | +7.8% | +8.1% |
| 3M | +20.0% | +11.6% | +8.4% | +17.5% |
| 6M | +25.7% | +40.8% | -15.1% | +18.0% |
| YTD | +38.7% | +25.7% | +13.1% | +32.6% |
| 1Y | +74.7% | +24.4% | +50.3% | +67.0% |
| 3Y | +45.4% | +67.5% | -22.1% | +34.5% |
| All | +45.4% | +66.8% | -21.4% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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