+229.5%
MRK vs UAL
+95.5%
+134.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.5% |
| 7D | -2.1% | +2.3% | -4.4% | -2.3% |
| 30D | +1.2% | +13.3% | -12.1% | +0.3% |
| 3M | +13.5% | -6.3% | +19.8% | +13.9% |
| 6M | +34.0% | +22.5% | +11.5% | +31.7% |
| YTD | +42.7% | +5.9% | +36.9% | +41.1% |
| 1Y | +66.6% | +24.7% | +41.9% | +62.9% |
| 3Y | +59.1% | +211.6% | -152.5% | +43.1% |
| 5Y | +104.1% | +130.6% | -26.4% | +84.8% |
| All | +229.5% | +95.5% | +134.0% | +194.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 10y: compounded portfolio wealth divided by compounded UAL 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…
10y analysis · Full analysis span regression · 6 months rolling