+875.7%
NVDA vs MRK
+128.6%
+747.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -2.4% |
| 7D | -4.3% | -5.0% | +0.7% | -4.6% |
| 30D | +0.5% | +11.0% | -10.4% | +1.2% |
| 3M | +9.1% | +22.4% | -13.3% | +10.5% |
| 6M | +18.5% | +25.4% | -6.9% | +20.2% |
| YTD | +17.4% | +39.5% | -22.1% | +19.5% |
| 1Y | +23.4% | +78.0% | -54.5% | +26.2% |
| 3Y | +380.6% | +45.5% | +335.0% | +386.4% |
| 5Y | +875.7% | +130.3% | +745.4% | +868.2% |
| All | +875.7% | +128.6% | +747.1% | +868.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling