+81.3%
MRK vs RY
+46.7%
+34.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -1.1% |
| 7D | -0.9% | +2.7% | -3.6% | -1.3% |
| 30D | +15.5% | -1.0% | +16.4% | +15.3% |
| 3M | +25.1% | +7.6% | +17.5% | +22.1% |
| 6M | +30.1% | +29.5% | +0.6% | +20.6% |
| YTD | +43.1% | +24.2% | +18.9% | +33.5% |
| All | +81.3% | +46.7% | +34.7% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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