+49.0%
MRK vs PINS
-33.7%
+82.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.2% | +8.6% | -0.6% |
| 7D | -2.7% | -13.9% | +11.1% | -2.7% |
| 30D | +12.7% | -25.0% | +37.7% | +12.7% |
| 3M | +24.2% | -16.6% | +40.8% | +24.3% |
| 6M | +27.8% | -7.0% | +34.8% | +28.0% |
| YTD | +42.2% | -29.4% | +71.6% | +43.3% |
| 1Y | +80.2% | -49.9% | +130.1% | +83.0% |
| All | +49.0% | -33.7% | +82.7% | +49.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling