+84.8%
MRK vs RTX
+28.8%
+56.1%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.7% | -1.1% |
| 7D | +1.3% | -5.2% | +6.5% | +2.7% |
| 30D | +17.1% | -9.4% | +26.5% | +20.0% |
| 3M | +25.9% | +12.3% | +13.6% | +20.1% |
| 6M | +26.8% | -3.1% | +29.9% | +25.6% |
| YTD | +44.9% | +10.7% | +34.2% | +38.5% |
| 1Y | +84.8% | +28.4% | +56.4% | +66.5% |
| All | +84.8% | +28.8% | +56.1% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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