+74.7%
MRK vs EEM
+33.3%
+41.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -0.6% |
| 7D | -4.3% | -1.3% | -3.0% | -4.2% |
| 30D | +8.3% | +2.1% | +6.2% | +8.2% |
| 3M | +20.0% | +1.0% | +19.0% | +19.6% |
| 6M | +25.7% | +15.9% | +9.8% | +20.2% |
| YTD | +38.7% | +24.6% | +14.1% | +31.0% |
| 1Y | +74.7% | +32.3% | +42.4% | +59.3% |
| All | +74.7% | +33.3% | +41.4% | +59.3% |
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