+58.0%
MRK vs OPEN
-42.5%
+100.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.6% | +4.2% | +0.6% |
| 7D | +0.7% | -15.0% | +15.7% | +1.0% |
| 30D | +0.3% | -40.2% | +40.5% | +1.1% |
| 3M | +9.7% | -67.4% | +77.0% | +11.9% |
| 6M | +32.0% | -74.0% | +106.0% | +34.9% |
| YTD | +43.3% | -79.6% | +122.9% | +46.9% |
| 1Y | +63.7% | -86.1% | +149.8% | +68.9% |
| 3Y | +58.0% | -41.4% | +99.4% | +57.3% |
| All | +58.0% | -42.5% | +100.5% | +57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling