+74.7%
MRK vs RMD
-18.7%
+93.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -4.3% | -4.4% | +0.2% | -2.9% |
| 30D | +8.3% | -3.1% | +11.4% | +9.2% |
| 3M | +20.0% | +13.8% | +6.3% | +15.5% |
| 6M | +25.7% | -8.6% | +34.2% | +28.9% |
| YTD | +38.7% | -8.6% | +47.4% | +39.3% |
| 1Y | +74.7% | -19.7% | +94.4% | +84.2% |
| All | +74.7% | -18.7% | +93.4% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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