+531.1%
PLTR vs MRK
+128.6%
+402.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -2.5% |
| 7D | -9.1% | -5.0% | -4.1% | -9.9% |
| 30D | -5.2% | +11.0% | -16.1% | -3.3% |
| 3M | +27.4% | +22.4% | +5.0% | +32.6% |
| 6M | +9.7% | +25.4% | -15.7% | +14.8% |
| YTD | -6.7% | +39.5% | -46.2% | -0.5% |
| 1Y | -0.5% | +78.0% | -78.5% | +10.5% |
| 3Y | +996.2% | +45.5% | +950.7% | +1,073.3% |
| 5Y | +531.1% | +130.3% | +400.9% | +565.8% |
| All | +531.1% | +128.6% | +402.5% | +565.8% |
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 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