-2.7%
SMCI vs MRK
+84.5%
-87.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.9% | +4.8% |
| 7D | +6.8% | +1.3% | +5.4% | +6.5% |
| 30D | +30.6% | +17.1% | +13.4% | +27.8% |
| 3M | -15.6% | +25.9% | -41.5% | -18.3% |
| 6M | +21.3% | +26.8% | -5.6% | +16.8% |
| YTD | +35.3% | +44.9% | -9.7% | +26.8% |
| 1Y | -2.7% | +84.8% | -87.6% | -16.6% |
| All | -2.7% | +84.5% | -87.2% | -16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling