+133.6%
MRK vs TECH
-42.1%
+175.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | +12.7% | +0.3% | +12.4% | +12.6% |
| 3M | +24.2% | +32.9% | -8.7% | +19.0% |
| 6M | +27.8% | +32.1% | -4.2% | +21.7% |
| YTD | +42.2% | +23.4% | +18.8% | +36.7% |
| 1Y | +80.2% | +34.1% | +46.1% | +70.9% |
| 3Y | +48.4% | +2.2% | +46.2% | +41.7% |
| 5Y | +133.6% | -41.8% | +175.4% | +128.5% |
| All | +133.6% | -42.1% | +175.7% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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