+617.3%
MRK vs OVV
+151.1%
+466.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.6% |
| 7D | +2.3% | -7.3% | +9.6% | +3.0% |
| 30D | +1.7% | -3.6% | +5.3% | +1.9% |
| 3M | +13.8% | -2.6% | +16.4% | +13.8% |
| 6M | +34.7% | +7.6% | +27.1% | +33.3% |
| YTD | +43.6% | +59.6% | -16.1% | +36.4% |
| 1Y | +75.7% | +62.2% | +13.5% | +66.5% |
| 3Y | +60.0% | +49.6% | +10.4% | +50.8% |
| 5Y | +105.4% | +98.9% | +6.4% | +82.2% |
| 10Y | +224.1% | +45.1% | +179.0% | +158.0% |
| All | +617.3% | +151.1% | +466.2% | +273.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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