+130.3%
MRK vs PLUG
-91.6%
+221.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.1% | -5.4% | -1.3% |
| 7D | -0.9% | +8.1% | -9.1% | -1.0% |
| 30D | +15.5% | +3.7% | +11.8% | +15.4% |
| 3M | +25.1% | -29.2% | +54.3% | +25.6% |
| 6M | +30.1% | +6.1% | +24.0% | +29.8% |
| YTD | +43.1% | +14.7% | +28.4% | +42.5% |
| 1Y | +82.5% | +56.9% | +25.5% | +80.6% |
| 3Y | +49.3% | -71.6% | +120.9% | +47.3% |
| 5Y | +130.3% | -91.0% | +221.3% | +138.8% |
| All | +130.3% | -91.6% | +221.8% | +138.8% |
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