+130.3%
MRK vs SNAP
-92.9%
+223.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.2% |
| 7D | -0.9% | +1.5% | -2.4% | -1.0% |
| 30D | +15.5% | +1.9% | +13.6% | +15.4% |
| 3M | +25.1% | -3.9% | +29.0% | +25.1% |
| 6M | +30.1% | +5.2% | +24.9% | +29.8% |
| YTD | +43.1% | -32.7% | +75.8% | +43.8% |
| 1Y | +82.5% | -24.8% | +107.2% | +82.8% |
| 3Y | +49.3% | -42.2% | +91.5% | +49.5% |
| 5Y | +130.3% | -92.7% | +222.9% | +136.1% |
| All | +130.3% | -92.9% | +223.1% | +136.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 5y: compounded portfolio wealth divided by compounded SNAP 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…
5y analysis · Full analysis span regression · 6 months rolling