+411.3%
MRK vs PLUG
-99.1%
+510.4%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.7% | +8.2% | -0.2% |
| 7D | +2.3% | -2.8% | +5.2% | +2.4% |
| 30D | +1.7% | -18.5% | +20.1% | +2.4% |
| 3M | +13.8% | -35.1% | +48.8% | +15.4% |
| 6M | +34.7% | -56.1% | +90.8% | +38.2% |
| YTD | +43.6% | -30.5% | +74.0% | +44.0% |
| 1Y | +75.7% | -46.5% | +122.2% | +77.7% |
| 3Y | +60.0% | -61.2% | +121.2% | +57.2% |
| 5Y | +105.4% | -96.6% | +201.9% | +115.5% |
| 10Y | +224.1% | +1.5% | +222.7% | +173.1% |
| All | +411.3% | -99.1% | +510.4% | +284.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling