+84.6%
MRK vs IAU
+2.6%
+82.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.7% | +0.3% | +3.4% |
| 7D | +6.7% | -0.3% | +7.0% | +6.7% |
| 30D | +7.8% | -1.9% | +9.6% | +8.0% |
| 3M | +18.2% | -0.4% | +18.6% | +18.9% |
| 6M | +34.7% | -10.1% | +44.8% | +36.7% |
| YTD | +45.8% | -5.9% | +51.7% | +42.0% |
| 1Y | +84.6% | +2.9% | +81.7% | +76.7% |
| All | +84.6% | +2.6% | +82.0% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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