+84.6%
MRK vs PODD
-48.3%
+132.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +6.6% | -2.6% | +3.5% |
| 7D | +6.7% | +10.8% | -4.1% | +6.0% |
| 30D | +7.8% | +21.7% | -13.9% | +6.3% |
| 3M | +18.2% | -1.1% | +19.2% | +18.0% |
| 6M | +34.7% | -3.7% | +38.4% | +34.5% |
| YTD | +45.8% | -41.9% | +87.7% | +56.6% |
| 1Y | +84.6% | -48.5% | +133.0% | +102.7% |
| All | +84.6% | -48.3% | +132.9% | +102.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 1y: compounded portfolio wealth divided by compounded PODD 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…
1y analysis · Full analysis span regression · 6 months rolling