+74.7%
MRK vs SPOT
-25.0%
+99.7%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -4.3% | -3.1% | -1.2% | -4.1% |
| 30D | +8.3% | +7.4% | +0.9% | +8.3% |
| 3M | +20.0% | +8.2% | +11.9% | +20.1% |
| 6M | +25.7% | +2.2% | +23.5% | +25.1% |
| YTD | +38.7% | -9.5% | +48.2% | +37.0% |
| 1Y | +74.7% | -23.8% | +98.5% | +69.8% |
| All | +74.7% | -25.0% | +99.7% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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