+84.6%
MRK vs EEM
+14.8%
+69.8%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.9% | +3.1% | +3.9% |
| 7D | +6.7% | -3.0% | +9.7% | +6.8% |
| 30D | +7.8% | -10.3% | +18.1% | +8.3% |
| 3M | +18.2% | -6.6% | +24.8% | +18.5% |
| 6M | +34.7% | -3.4% | +38.0% | +32.7% |
| YTD | +45.8% | +13.2% | +32.6% | +38.1% |
| 1Y | +84.6% | +15.0% | +69.6% | +74.0% |
| All | +84.6% | +14.8% | +69.8% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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