+84.6%
MRK vs SCHW
+1.9%
+82.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.6% | -0.6% | +3.6% |
| 7D | +6.7% | +5.2% | +1.5% | +6.3% |
| 30D | +7.8% | -4.7% | +12.4% | +7.7% |
| 3M | +18.2% | -11.9% | +30.1% | +18.2% |
| 6M | +34.7% | +2.7% | +31.9% | +34.6% |
| YTD | +45.8% | -5.6% | +51.4% | +45.8% |
| 1Y | +84.6% | +0.8% | +83.8% | +83.0% |
| All | +84.6% | +1.9% | +82.7% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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