+1,988.6%
NOW vs MRK
+490.5%
+1,498.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.7% | +3.3% |
| 7D | -5.6% | -2.1% | -3.4% | -4.9% |
| 30D | -26.8% | +1.2% | -28.0% | -27.5% |
| 3M | -19.4% | +13.5% | -32.9% | -23.6% |
| 6M | +12.3% | +34.0% | -21.7% | +0.1% |
| YTD | -32.9% | +42.7% | -75.6% | -42.5% |
| 1Y | -40.3% | +66.6% | -106.9% | -52.1% |
| 3Y | -19.1% | +59.1% | -78.1% | -36.6% |
| 5Y | -24.4% | +104.1% | -128.5% | -49.6% |
| 10Y | +521.8% | +227.3% | +294.5% | +211.9% |
| All | +1,988.6% | +490.5% | +1,498.1% | +736.8% |
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