+84.6%
MRK vs PLTU
-47.9%
+132.5%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.5% | +8.4% | +3.8% |
| 7D | +6.7% | -24.5% | +31.2% | +6.0% |
| 30D | +7.8% | -20.2% | +27.9% | +7.3% |
| 3M | +18.2% | +3.1% | +15.1% | +18.5% |
| 6M | +34.7% | +8.7% | +25.9% | +36.7% |
| YTD | +45.8% | -36.2% | +82.0% | +47.5% |
| 1Y | +84.6% | -47.1% | +131.7% | +86.6% |
| All | +84.6% | -47.9% | +132.5% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 1y: compounded portfolio wealth divided by compounded PLTU 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…
1y analysis · Full analysis span regression · 6 months rolling