+50.9%
MRK vs PLTD
-76.9%
+127.7%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.5% |
| 7D | -4.3% | +4.2% | -8.5% | -4.4% |
| 30D | +8.3% | +0.7% | +7.5% | +8.2% |
| 3M | +20.0% | -32.4% | +52.4% | +21.9% |
| 6M | +25.7% | -26.2% | +51.9% | +26.8% |
| YTD | +38.7% | -17.0% | +55.8% | +39.2% |
| 1Y | +74.7% | -26.7% | +101.4% | +75.7% |
| All | +50.9% | -76.9% | +127.7% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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