+60.0%
MRK vs UAL
+223.7%
-163.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +2.3% | +12.5% | -10.1% | +1.7% |
| 30D | +1.7% | +12.2% | -10.5% | +1.0% |
| 3M | +13.8% | -2.6% | +16.3% | +13.7% |
| 6M | +34.7% | +21.1% | +13.6% | +33.0% |
| YTD | +43.6% | +7.8% | +35.7% | +41.9% |
| 1Y | +75.7% | +25.4% | +50.3% | +72.4% |
| 3Y | +60.0% | +217.3% | -157.3% | +51.3% |
| All | +60.0% | +223.7% | -163.6% | +51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling