+1,114.2%
MRK vs IAU
+875.8%
+238.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.3% |
| 7D | +1.3% | -0.5% | +1.8% | +1.4% |
| 30D | +17.1% | +4.4% | +12.7% | +17.0% |
| 3M | +25.9% | -1.1% | +27.0% | +25.9% |
| 6M | +26.8% | -13.7% | +40.5% | +27.3% |
| YTD | +44.9% | +2.7% | +42.2% | +44.7% |
| 1Y | +84.8% | +24.6% | +60.2% | +83.5% |
| 3Y | +50.1% | +126.8% | -76.7% | +46.0% |
| 5Y | +127.4% | +139.5% | -12.1% | +120.6% |
| 10Y | +240.0% | +226.3% | +13.7% | +227.1% |
| All | +1,114.2% | +875.8% | +238.4% | +1,076.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling