+133.6%
MRK vs TMUS
+42.2%
+91.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.3% |
| 7D | -2.7% | -5.3% | +2.6% | -2.0% |
| 30D | +12.7% | +0.1% | +12.6% | +12.7% |
| 3M | +24.2% | -0.6% | +24.9% | +23.9% |
| 6M | +27.8% | -17.5% | +45.4% | +30.9% |
| YTD | +42.2% | -11.3% | +53.5% | +44.0% |
| 1Y | +80.2% | -25.4% | +105.6% | +86.8% |
| 3Y | +48.4% | +35.5% | +12.9% | +37.7% |
| 5Y | +133.6% | +41.9% | +91.7% | +123.1% |
| All | +133.6% | +42.2% | +91.4% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS 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 TMUS 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