+84.6%
MRK vs OPEN
-72.7%
+157.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +13.8% | -9.9% | +3.5% |
| 7D | +6.7% | +3.7% | +3.0% | +6.5% |
| 30D | +7.8% | -14.3% | +22.0% | +8.0% |
| 3M | +18.2% | -51.9% | +70.1% | +19.7% |
| 6M | +34.7% | -61.4% | +96.1% | +36.6% |
| YTD | +45.8% | -66.0% | +111.8% | +48.4% |
| 1Y | +84.6% | -71.4% | +156.0% | +88.3% |
| All | +84.6% | -72.7% | +157.2% | +88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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