+1,489.7%
MRCY vs SPY
+1,167.0%
+322.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.9% |
| 7D | +0.8% | +0.5% | +0.2% | +0.2% |
| 30D | -23.2% | -0.9% | -22.2% | -22.2% |
| 3M | -24.8% | +3.9% | -28.7% | -27.6% |
| 6M | -3.4% | +14.5% | -17.9% | -16.3% |
| YTD | +14.3% | +12.9% | +1.4% | +1.0% |
| 1Y | +21.5% | +19.4% | +2.2% | +1.3% |
| 3Y | +129.9% | +78.5% | +51.4% | +17.6% |
| 5Y | +74.2% | +81.8% | -7.5% | -14.8% |
| 10Y | +264.9% | +311.5% | -46.6% | -32.2% |
| All | +1,489.7% | +1,167.0% | +322.7% | +47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling