+81.3%
MRK vs ROIV
+221.6%
-140.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +18.8% | -20.0% | -1.8% |
| 7D | -0.9% | +20.2% | -21.1% | -1.6% |
| 30D | +15.5% | +14.1% | +1.3% | +15.0% |
| 3M | +25.1% | +45.6% | -20.5% | +22.8% |
| 6M | +30.1% | +44.1% | -14.0% | +27.3% |
| YTD | +43.1% | +91.2% | -48.0% | +36.3% |
| All | +81.3% | +221.6% | -140.2% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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