+812.0%
NOW vs MRK
+237.3%
+574.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.2% | -3.7% | -4.7% |
| 7D | -6.1% | -0.9% | -5.1% | -5.8% |
| 30D | +7.5% | +15.5% | -8.0% | +3.3% |
| 3M | +17.5% | +25.1% | -7.6% | +10.4% |
| 6M | +7.9% | +30.1% | -22.2% | -0.3% |
| YTD | -12.4% | +43.1% | -55.5% | -22.1% |
| 1Y | -28.6% | +82.5% | -111.0% | -41.9% |
| 3Y | +11.8% | +49.3% | -37.5% | -5.3% |
| 5Y | +2.6% | +130.3% | -127.6% | -33.1% |
| All | +812.0% | +237.3% | +574.7% | +411.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling