+149.6%
MRK vs OPEN
-70.7%
+220.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -2.0% | -1.3% |
| 7D | +1.3% | -4.3% | +5.6% | +1.4% |
| 30D | +17.1% | -16.2% | +33.4% | +17.3% |
| 3M | +25.9% | -36.4% | +62.3% | +26.3% |
| 6M | +26.8% | -35.5% | +62.3% | +27.1% |
| YTD | +44.9% | -46.0% | +90.9% | +45.4% |
| 1Y | +84.8% | -47.1% | +132.0% | +85.0% |
| 3Y | +50.1% | -19.0% | +69.1% | +48.1% |
| 5Y | +127.4% | -83.6% | +211.0% | +126.2% |
| All | +149.6% | -70.7% | +220.2% | +150.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling