+368.8%
ORCL vs MRK
+235.2%
+133.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | +10.9% | -2.7% | +13.6% | +11.5% |
| 30D | +7.0% | +12.7% | -5.7% | +4.1% |
| 3M | -21.2% | +24.2% | -45.4% | -25.2% |
| 6M | +7.4% | +27.8% | -20.4% | +0.8% |
| YTD | -16.3% | +42.2% | -58.5% | -24.3% |
| 1Y | -32.3% | +80.2% | -112.5% | -43.5% |
| 3Y | +32.6% | +48.4% | -15.8% | +15.1% |
| 5Y | +93.1% | +133.6% | -40.5% | +33.8% |
| 10Y | +368.8% | +236.2% | +132.5% | +182.9% |
| All | +368.8% | +235.2% | +133.6% | +182.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling