+3,665.8%
MRK vs MKC
+3,311.3%
+354.4%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.7% |
| 7D | -5.0% | -2.8% | -2.2% | -4.3% |
| 30D | +11.0% | -3.4% | +14.3% | +12.0% |
| 3M | +22.4% | +3.8% | +18.6% | +20.9% |
| 6M | +25.4% | -17.9% | +43.3% | +31.4% |
| YTD | +39.5% | -23.6% | +63.1% | +48.7% |
| 1Y | +78.0% | -23.1% | +101.1% | +89.2% |
| 3Y | +45.5% | -31.5% | +77.1% | +58.1% |
| 5Y | +130.3% | -33.1% | +163.4% | +148.5% |
| 10Y | +229.8% | +29.3% | +200.5% | +195.7% |
| All | +3,665.8% | +3,311.3% | +354.4% | +1,731.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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