-86.1%
MERC vs SPY
+12.1%
-98.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.4% | -7.4% | -7.2% |
| 7D | -7.8% | +2.6% | -10.4% | -12.4% |
| 30D | +41.1% | -2.0% | +43.0% | +47.4% |
| 3M | -52.0% | -2.8% | -49.3% | -49.3% |
| 6M | -70.4% | +2.1% | -72.5% | -71.5% |
| YTD | -87.9% | +11.5% | -99.4% | -90.1% |
| 1Y | -86.1% | +13.5% | -99.5% | -89.4% |
| All | -86.1% | +12.1% | -98.1% | -89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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