+134.8%
MRK vs PODD
-54.5%
+189.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.4% | -0.5% |
| 7D | -2.7% | -6.9% | +4.2% | -2.4% |
| 30D | +12.7% | -3.5% | +16.1% | +12.9% |
| 3M | +24.2% | -13.6% | +37.8% | +24.9% |
| 6M | +27.8% | -42.6% | +70.4% | +31.0% |
| YTD | +42.2% | -51.5% | +93.7% | +47.0% |
| 1Y | +80.2% | -60.9% | +141.1% | +88.1% |
| 3Y | +48.4% | -19.8% | +68.2% | +48.3% |
| All | +134.8% | -54.5% | +189.3% | +136.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling