+49.3%
MRK vs PAAS
+247.3%
-197.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -1.2% |
| 7D | -0.9% | +2.0% | -2.9% | -1.0% |
| 30D | +15.5% | -0.1% | +15.5% | +15.3% |
| 3M | +25.1% | +8.2% | +16.9% | +24.8% |
| 6M | +30.1% | -13.8% | +43.9% | +30.0% |
| YTD | +43.1% | -0.6% | +43.7% | +42.9% |
| 1Y | +82.5% | +44.0% | +38.5% | +82.1% |
| 3Y | +49.3% | +246.6% | -197.3% | +43.0% |
| All | +49.3% | +247.3% | -197.9% | +43.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling