+3,812.0%
MRK vs TECH
+101,053.8%
-97,241.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +17.1% | +0.7% | +16.4% | +17.0% |
| 3M | +25.9% | +36.3% | -10.4% | +20.9% |
| 6M | +26.8% | +25.6% | +1.2% | +22.3% |
| YTD | +44.9% | +23.7% | +21.2% | +39.8% |
| 1Y | +84.8% | +37.6% | +47.2% | +75.9% |
| 3Y | +50.1% | -6.6% | +56.7% | +47.4% |
| 5Y | +127.4% | -42.2% | +169.7% | +133.0% |
| 10Y | +240.0% | +187.6% | +52.4% | +185.2% |
| All | +3,812.0% | +101,053.8% | -97,241.8% | +2,272.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling