+506.3%
NOW vs MRK
+226.2%
+280.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.0% |
| 7D | -8.7% | +2.3% | -11.1% | -9.2% |
| 30D | -29.3% | +1.7% | -31.0% | -29.8% |
| 3M | -21.8% | +13.8% | -35.6% | -24.9% |
| 6M | +9.2% | +34.7% | -25.4% | -0.1% |
| YTD | -35.0% | +43.6% | -78.5% | -42.5% |
| 1Y | -42.5% | +75.7% | -118.2% | -52.6% |
| 3Y | -21.5% | +60.0% | -81.5% | -35.8% |
| 5Y | -25.8% | +105.4% | -131.1% | -48.0% |
| 10Y | +506.3% | +224.1% | +282.2% | +234.0% |
| All | +506.3% | +226.2% | +280.1% | +234.0% |
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