+17.9%
NOW vs MRK
+54.2%
-36.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -3.1% |
| 7D | -2.4% | +1.3% | -3.7% | -2.3% |
| 30D | +20.5% | +17.1% | +3.4% | +22.0% |
| 3M | +18.3% | +25.9% | -7.6% | +20.9% |
| 6M | +24.1% | +26.8% | -2.7% | +27.2% |
| YTD | -7.8% | +44.9% | -52.7% | -5.6% |
| 1Y | -21.4% | +84.8% | -106.2% | -20.2% |
| All | +17.9% | +54.2% | -36.4% | +17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling