+129.9%
MRK vs TRGP
+628.1%
-498.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.5% |
| 7D | -4.3% | +0.1% | -4.3% | -4.3% |
| 30D | +8.3% | +8.0% | +0.3% | +7.4% |
| 3M | +20.0% | +8.3% | +11.8% | +18.9% |
| 6M | +25.7% | +23.9% | +1.8% | +22.8% |
| YTD | +38.7% | +59.6% | -20.9% | +32.2% |
| 1Y | +74.7% | +79.4% | -4.7% | +64.2% |
| 3Y | +45.4% | +269.4% | -224.1% | +25.4% |
| All | +129.9% | +628.1% | -498.2% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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