+56.5%
MRCY vs SPY
+72.1%
-15.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.1% |
| 7D | +10.7% | +2.6% | +8.1% | +8.1% |
| 30D | +7.6% | -2.0% | +9.5% | +10.0% |
| 3M | -25.8% | -2.8% | -23.1% | -23.5% |
| 6M | -12.0% | +2.1% | -14.1% | -12.9% |
| YTD | +11.5% | +11.5% | 0.0% | +2.7% |
| 1Y | +14.3% | +13.5% | +0.8% | +3.8% |
| 3Y | +143.5% | +77.7% | +65.8% | +55.0% |
| All | +56.5% | +72.1% | -15.6% | -1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling