+3,341.8%
V vs MRK
+582.7%
+2,759.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.1% |
| 7D | +0.9% | +0.7% | +0.2% | +0.6% |
| 30D | +9.0% | +0.3% | +8.7% | +8.8% |
| 3M | +16.7% | +9.7% | +7.1% | +11.6% |
| 6M | +33.4% | +32.0% | +1.5% | +17.6% |
| YTD | +22.4% | +43.3% | -20.9% | +3.7% |
| 1Y | +27.7% | +63.7% | -36.0% | +2.1% |
| 3Y | +78.0% | +58.0% | +20.0% | +40.0% |
| 5Y | +108.5% | +105.0% | +3.5% | +43.2% |
| 10Y | +459.0% | +228.6% | +230.4% | +202.9% |
| All | +3,341.8% | +582.7% | +2,759.1% | +998.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling