+3,812.0%
MRK vs PCG
+103.4%
+3,708.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.4% | -3.8% | -1.6% |
| 7D | +1.3% | -13.9% | +15.2% | +2.7% |
| 30D | +17.1% | -16.9% | +34.0% | +19.2% |
| 3M | +25.9% | -14.7% | +40.6% | +27.7% |
| 6M | +26.8% | -23.8% | +50.6% | +30.2% |
| YTD | +44.9% | -10.5% | +55.4% | +46.0% |
| 1Y | +84.8% | -5.1% | +89.9% | +84.9% |
| 3Y | +50.1% | -11.6% | +61.7% | +50.5% |
| 5Y | +127.4% | +59.0% | +68.4% | +111.3% |
| 10Y | +240.0% | -75.7% | +315.7% | +252.6% |
| All | +3,812.0% | +103.4% | +3,708.6% | +1,859.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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