+236.2%
MRK vs PLD
+237.0%
-0.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.1% |
| 7D | -2.7% | -0.7% | -2.0% | -2.5% |
| 30D | +12.7% | -2.2% | +14.9% | +13.4% |
| 3M | +24.2% | -7.4% | +31.6% | +26.8% |
| 6M | +27.8% | +1.9% | +25.9% | +27.0% |
| YTD | +42.2% | +7.9% | +34.3% | +38.9% |
| 1Y | +80.2% | +25.1% | +55.1% | +69.0% |
| 3Y | +48.4% | +21.9% | +26.5% | +37.5% |
| 5Y | +133.6% | +16.3% | +117.3% | +113.6% |
| 10Y | +236.2% | +249.9% | -13.6% | +128.2% |
| All | +236.2% | +237.0% | -0.8% | +128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PLD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling