+133.6%
MRK vs OPEN
-84.0%
+217.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.6% |
| 7D | -2.7% | -2.9% | +0.2% | -2.7% |
| 30D | +12.7% | -13.8% | +26.5% | +12.9% |
| 3M | +24.2% | -30.9% | +55.1% | +24.6% |
| 6M | +27.8% | -40.9% | +68.8% | +28.3% |
| YTD | +42.2% | -48.5% | +90.8% | +42.9% |
| 1Y | +80.2% | -50.9% | +131.1% | +80.5% |
| 3Y | +48.4% | -20.6% | +69.0% | +46.1% |
| 5Y | +133.6% | -84.2% | +217.7% | +141.2% |
| All | +133.6% | -84.0% | +217.5% | +141.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling