+49.9%
MRK vs OPEN
-20.1%
+70.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -1.2% |
| 7D | -0.9% | +1.0% | -1.9% | -1.0% |
| 30D | +15.5% | -11.9% | +27.4% | +15.7% |
| 3M | +25.1% | -28.8% | +53.9% | +25.7% |
| 6M | +30.1% | -38.6% | +68.7% | +30.9% |
| YTD | +43.1% | -47.3% | +90.4% | +44.2% |
| 1Y | +82.5% | -49.2% | +131.6% | +82.7% |
| All | +49.9% | -20.1% | +70.0% | +45.2% |
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