+236.2%
MRK vs PLUG
+48.6%
+187.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | -0.5% |
| 7D | -2.7% | +3.8% | -6.5% | -2.8% |
| 30D | +12.7% | +2.8% | +9.8% | +12.6% |
| 3M | +24.2% | -25.4% | +49.7% | +24.9% |
| 6M | +27.8% | -0.5% | +28.3% | +27.5% |
| YTD | +42.2% | +10.2% | +32.1% | +41.3% |
| 1Y | +80.2% | +53.9% | +26.3% | +77.1% |
| 3Y | +48.4% | -72.7% | +121.1% | +47.6% |
| 5Y | +133.6% | -91.4% | +225.0% | +135.1% |
| 10Y | +236.2% | +58.4% | +177.8% | +192.9% |
| All | +236.2% | +48.6% | +187.6% | +192.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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