+75.7%
MRK vs MPC
+104.9%
-29.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +2.3% | -8.8% | +11.2% | +1.6% |
| 30D | +1.7% | -14.4% | +16.1% | +0.6% |
| 3M | +13.8% | +21.9% | -8.2% | +14.2% |
| 6M | +34.7% | +60.1% | -25.5% | +36.4% |
| YTD | +43.6% | +142.3% | -98.8% | +37.9% |
| 1Y | +75.7% | +101.7% | -26.0% | +76.3% |
| All | +75.7% | +104.9% | -29.2% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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