+70.6%
MRK vs SOLS
+17.0%
+53.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -4.3% | -3.5% | -0.8% | -4.2% |
| 30D | +8.3% | -1.0% | +9.2% | +8.4% |
| 3M | +20.0% | -24.1% | +44.1% | +21.7% |
| 6M | +25.7% | -18.0% | +43.6% | +26.0% |
| YTD | +38.7% | +27.1% | +11.7% | +35.3% |
| All | +70.6% | +17.0% | +53.6% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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