-38.7%
NOW vs MRK
+87.2%
-125.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.3% | +1.2% |
| 7D | -27.5% | +6.7% | -34.2% | -25.3% |
| 30D | -20.0% | +7.8% | -27.8% | -17.3% |
| 3M | -7.9% | +18.2% | -26.1% | -1.5% |
| 6M | +18.3% | +34.7% | -16.4% | +36.3% |
| YTD | -29.0% | +45.8% | -74.8% | -17.9% |
| 1Y | -38.7% | +84.6% | -123.3% | -29.1% |
| All | -38.7% | +87.2% | -125.9% | -29.1% |
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