+159.4%
MRK vs PINS
-20.9%
+180.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.7% | -4.6% | -2.1% |
| 7D | -5.0% | -9.9% | +4.9% | -4.5% |
| 30D | +11.0% | -20.9% | +31.9% | +12.3% |
| 3M | +22.4% | -13.7% | +36.1% | +23.2% |
| 6M | +25.4% | -3.0% | +28.4% | +25.2% |
| YTD | +39.5% | -27.5% | +67.0% | +41.3% |
| 1Y | +78.0% | -46.8% | +124.8% | +83.2% |
| 3Y | +45.5% | -31.8% | +77.4% | +45.1% |
| 5Y | +130.3% | -65.4% | +195.7% | +137.4% |
| All | +159.4% | -20.9% | +180.3% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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