+140.2%
MRK vs OPEN
-74.0%
+214.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.7% | +4.8% | -1.8% |
| 7D | -5.0% | -10.5% | +5.5% | -4.9% |
| 30D | +11.0% | -21.8% | +32.7% | +11.2% |
| 3M | +22.4% | -37.5% | +59.9% | +22.8% |
| 6M | +25.4% | -44.1% | +69.5% | +25.9% |
| YTD | +39.5% | -52.0% | +91.5% | +40.1% |
| 1Y | +78.0% | -52.2% | +130.2% | +78.3% |
| 3Y | +45.5% | -25.9% | +71.5% | +43.8% |
| 5Y | +130.3% | -85.1% | +215.3% | +129.3% |
| All | +140.2% | -74.0% | +214.2% | +141.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling