+106.8%
MRK vs PLUG
-96.4%
+203.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.4% | -7.6% | -0.2% |
| 7D | -1.9% | +5.8% | -7.7% | -1.9% |
| 30D | +2.8% | -18.5% | +21.3% | +3.0% |
| 3M | +15.0% | -30.0% | +44.9% | +15.5% |
| 6M | +30.9% | -56.2% | +87.1% | +32.1% |
| YTD | +42.3% | -26.4% | +68.7% | +42.5% |
| 1Y | +76.1% | -42.2% | +118.3% | +76.8% |
| 3Y | +54.1% | -76.8% | +130.9% | +52.9% |
| All | +106.8% | -96.4% | +203.2% | +95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling