-26.2%
UBER vs MRK
+87.2%
-113.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.9% | +1.0% | +4.6% |
| 7D | +7.0% | +6.7% | +0.4% | +6.5% |
| 30D | +0.6% | +7.8% | -7.2% | -0.1% |
| 3M | -2.9% | +18.2% | -21.1% | -3.6% |
| 6M | -5.5% | +34.7% | -40.2% | -5.4% |
| YTD | -14.5% | +45.8% | -60.3% | -16.4% |
| 1Y | -26.2% | +84.6% | -110.8% | -28.5% |
| All | -26.2% | +87.2% | -113.3% | -28.5% |
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