+226.2%
MRK vs SNPS
+585.0%
-358.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.0% |
| 7D | -5.0% | -4.6% | -0.4% | -4.6% |
| 30D | +11.0% | -3.3% | +14.3% | +11.1% |
| 3M | +22.4% | -13.8% | +36.1% | +23.9% |
| 6M | +25.4% | -8.2% | +33.6% | +25.6% |
| YTD | +39.5% | -15.4% | +54.9% | +40.7% |
| 1Y | +78.0% | +2.4% | +75.5% | +74.2% |
| 3Y | +45.5% | -13.5% | +59.0% | +38.8% |
| 5Y | +130.3% | +19.5% | +110.8% | +99.8% |
| All | +226.2% | +585.0% | -358.9% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 10y: compounded portfolio wealth divided by compounded SNPS 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…
10y analysis · Full analysis span regression · 6 months rolling