+78.9%
UBER vs MRK
+128.0%
-49.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | -5.4% | -4.3% | -1.1% | -5.2% |
| 30D | -4.9% | +8.3% | -13.2% | -5.1% |
| 3M | +3.0% | +20.0% | -17.0% | +2.6% |
| 6M | -4.4% | +25.7% | -30.1% | -4.9% |
| YTD | -12.3% | +38.7% | -51.0% | -13.1% |
| 1Y | -24.3% | +74.7% | -99.0% | -25.5% |
| 3Y | +46.4% | +45.4% | +1.1% | +43.9% |
| All | +78.9% | +128.0% | -49.2% | +63.6% |
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 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