+496.6%
MRK vs MET
+1,300.1%
-803.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.0% |
| 7D | +1.3% | +1.2% | +0.2% | +1.1% |
| 30D | +17.1% | +1.4% | +15.7% | +16.7% |
| 3M | +25.9% | +17.7% | +8.2% | +21.2% |
| 6M | +26.8% | +35.0% | -8.2% | +18.4% |
| YTD | +44.9% | +26.3% | +18.6% | +37.0% |
| 1Y | +84.8% | +22.8% | +62.0% | +75.5% |
| 3Y | +50.1% | +65.9% | -15.8% | +31.7% |
| 5Y | +127.4% | +85.4% | +42.1% | +92.0% |
| 10Y | +240.0% | +253.7% | -13.7% | +136.1% |
| All | +496.6% | +1,300.1% | -803.5% | +206.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling