+75,738.0%
MU vs MRK
+3,844.4%
+71,893.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -15.2% | +2.3% | -17.5% | -15.9% |
| 30D | -29.5% | +1.7% | -31.2% | -30.2% |
| 3M | -15.8% | +13.8% | -29.5% | -20.5% |
| 6M | -2.9% | +34.7% | -37.5% | -15.2% |
| YTD | +154.2% | +43.6% | +110.7% | +115.8% |
| 1Y | +186.6% | +75.7% | +110.9% | +123.9% |
| 3Y | +871.5% | +60.0% | +811.5% | +664.5% |
| 5Y | +911.7% | +105.4% | +806.3% | +600.9% |
| 10Y | +4,277.4% | +224.1% | +4,053.2% | +2,360.0% |
| All | +75,738.0% | +3,844.4% | +71,893.6% | +9,329.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling