+144.7%
MRK vs MP
+459.3%
-314.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.8% | -1.2% |
| 7D | -0.9% | +3.0% | -4.0% | -0.9% |
| 30D | +15.5% | +8.3% | +7.1% | +15.5% |
| 3M | +25.1% | -3.8% | +28.9% | +25.2% |
| 6M | +30.1% | -4.9% | +35.0% | +30.0% |
| YTD | +43.1% | +9.6% | +33.5% | +43.0% |
| 1Y | +82.5% | -11.7% | +94.2% | +82.2% |
| 3Y | +49.3% | +158.5% | -109.2% | +47.2% |
| 5Y | +130.3% | +68.9% | +61.3% | +127.1% |
| All | +144.7% | +459.3% | -314.5% | +136.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling