+56.1%
MRK vs NVDX
+772.1%
-716.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -4.3% | -10.2% | +6.0% | -4.4% |
| 30D | +8.3% | -7.3% | +15.6% | +8.2% |
| 3M | +20.0% | +5.5% | +14.5% | +20.4% |
| 6M | +25.7% | +18.3% | +7.4% | +26.2% |
| YTD | +38.7% | +11.4% | +27.3% | +39.3% |
| 1Y | +74.7% | +12.7% | +62.0% | +75.5% |
| All | +56.1% | +772.1% | -716.0% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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