-59.4%
MSTR vs MRK
+80.9%
-140.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.7% |
| 7D | +7.7% | -2.7% | +10.4% | +8.3% |
| 30D | +36.3% | +12.7% | +23.7% | +33.9% |
| 3M | +13.4% | +24.2% | -10.8% | +10.4% |
| 6M | -4.5% | +27.8% | -32.3% | -7.8% |
| YTD | -12.7% | +42.2% | -54.9% | -18.0% |
| All | -59.4% | +80.9% | -140.3% | -65.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 MRK 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