+236.2%
MRK vs PAAS
+218.1%
+18.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.4% | -0.7% |
| 7D | -2.7% | +2.6% | -5.3% | -2.8% |
| 30D | +12.7% | +2.5% | +10.2% | +12.5% |
| 3M | +24.2% | +15.1% | +9.2% | +23.6% |
| 6M | +27.8% | -12.1% | +39.9% | +28.0% |
| YTD | +42.2% | +3.1% | +39.1% | +41.5% |
| 1Y | +80.2% | +50.8% | +29.4% | +77.1% |
| 3Y | +48.4% | +259.5% | -211.1% | +40.2% |
| 5Y | +133.6% | +126.3% | +7.3% | +123.1% |
| 10Y | +236.2% | +239.7% | -3.5% | +216.0% |
| All | +236.2% | +218.1% | +18.1% | +216.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling