+71.8%
MRCY vs SPY
+79.8%
-8.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | -5.1% | -2.0% | -3.1% | -3.2% |
| 30D | -26.3% | -1.7% | -24.7% | -25.0% |
| 3M | -24.7% | +4.7% | -29.4% | -27.5% |
| 6M | -7.4% | +12.5% | -19.9% | -15.9% |
| YTD | +10.2% | +11.7% | -1.6% | +1.0% |
| 1Y | +12.2% | +17.5% | -5.3% | -0.8% |
| 3Y | +121.5% | +76.6% | +44.9% | +41.3% |
| 5Y | +71.8% | +82.0% | -10.2% | +3.7% |
| All | +71.8% | +79.8% | -8.0% | +3.7% |
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