+53.1%
MRK vs PLTU
+133.3%
-80.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.5% |
| 7D | -4.3% | -8.1% | +3.9% | -4.4% |
| 30D | +8.3% | -7.0% | +15.3% | +8.2% |
| 3M | +20.0% | +40.0% | -20.0% | +21.9% |
| 6M | +25.7% | -6.0% | +31.6% | +26.9% |
| YTD | +38.7% | -37.1% | +75.8% | +39.3% |
| 1Y | +74.7% | -33.1% | +107.8% | +76.0% |
| All | +53.1% | +133.3% | -80.2% | +67.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling