+74.7%
MRK vs VRSN
+4.1%
+70.6%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.5% |
| 7D | -4.3% | +0.2% | -4.5% | -4.2% |
| 30D | +8.3% | +3.8% | +4.5% | +8.4% |
| 3M | +20.0% | +5.0% | +15.0% | +20.2% |
| 6M | +25.7% | +24.9% | +0.8% | +26.1% |
| YTD | +38.7% | +21.6% | +17.1% | +39.8% |
| 1Y | +74.7% | +2.4% | +72.3% | +54.7% |
| All | +74.7% | +4.1% | +70.6% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 1y: compounded portfolio wealth divided by compounded VRSN 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…
1y analysis · Full analysis span regression · 6 months rolling