+84.6%
MRK vs RCL
+27.6%
+57.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +6.4% | -2.4% | +3.3% |
| 7D | +6.7% | +11.7% | -5.0% | +5.6% |
| 30D | +7.8% | +21.1% | -13.4% | +5.9% |
| 3M | +18.2% | +2.9% | +15.3% | +17.7% |
| 6M | +34.7% | +29.8% | +4.9% | +30.9% |
| YTD | +45.8% | +21.4% | +24.4% | +40.2% |
| 1Y | +84.6% | +32.0% | +52.5% | +74.3% |
| All | +84.6% | +27.6% | +57.0% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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