+57.9%
MRK vs NET
+314.6%
-256.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.6% | +6.5% | +3.9% |
| 7D | +6.7% | -16.4% | +23.1% | +6.3% |
| 30D | +7.8% | -25.8% | +33.6% | +7.1% |
| 3M | +18.2% | -11.5% | +29.7% | +17.9% |
| 6M | +34.7% | +18.9% | +15.8% | +35.2% |
| YTD | +45.8% | +35.2% | +10.6% | +47.1% |
| 1Y | +84.6% | +14.5% | +70.1% | +85.8% |
| All | +57.9% | +314.6% | -256.7% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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