+746.0%
MRK vs QID
-100.0%
+846.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | -0.9% | -2.7% | +1.8% | -1.6% |
| 30D | +15.5% | +1.8% | +13.7% | +16.0% |
| 3M | +25.1% | -2.2% | +27.3% | +24.8% |
| 6M | +30.1% | -32.1% | +62.2% | +19.5% |
| YTD | +43.1% | -28.6% | +71.7% | +33.2% |
| 1Y | +82.5% | -36.3% | +118.8% | +65.7% |
| 3Y | +49.3% | -74.4% | +123.7% | +12.1% |
| 5Y | +130.3% | -80.8% | +211.0% | +72.0% |
| 10Y | +234.3% | -99.1% | +333.5% | +11.5% |
| All | +746.0% | -100.0% | +846.0% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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