+84.6%
MRK vs ONTO
+46.1%
+38.5%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -8.7% | +12.6% | +3.6% |
| 7D | +6.7% | -17.4% | +24.1% | +6.0% |
| 30D | +7.8% | -43.2% | +51.0% | +6.0% |
| 3M | +18.2% | -35.7% | +53.9% | +16.7% |
| 6M | +34.7% | -38.3% | +73.0% | +32.7% |
| YTD | +45.8% | +17.1% | +28.7% | +44.6% |
| 1Y | +84.6% | +43.1% | +41.4% | +91.0% |
| All | +84.6% | +46.1% | +38.5% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 1y: compounded portfolio wealth divided by compounded ONTO 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…
1y analysis · Full analysis span regression · 6 months rolling