+416.1%
MRK vs PLUG
-98.6%
+514.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.2% | -1.4% |
| 7D | +1.3% | -0.9% | +2.2% | +1.4% |
| 30D | +17.1% | +3.3% | +13.8% | +17.0% |
| 3M | +25.9% | -39.7% | +65.6% | +28.1% |
| 6M | +26.8% | -12.5% | +39.3% | +26.8% |
| YTD | +44.9% | +10.2% | +34.8% | +43.1% |
| 1Y | +84.8% | +50.7% | +34.1% | +79.1% |
| 3Y | +50.1% | -74.5% | +124.6% | +49.3% |
| 5Y | +127.4% | -91.8% | +219.2% | +130.5% |
| 10Y | +240.0% | +43.7% | +196.3% | +183.0% |
| All | +416.1% | -98.6% | +514.7% | +281.6% |
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