+57.0%
MRK vs PLTU
+140.2%
-83.2%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.6% |
| 7D | -2.7% | -0.8% | -1.9% | -2.7% |
| 30D | +12.7% | -8.8% | +21.5% | +12.5% |
| 3M | +24.2% | +41.7% | -17.4% | +26.2% |
| 6M | +27.8% | -9.3% | +37.1% | +28.9% |
| YTD | +42.2% | -35.2% | +77.4% | +42.9% |
| 1Y | +80.2% | -29.5% | +109.7% | +81.7% |
| All | +57.0% | +140.2% | -83.2% | +71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling