+130.3%
MRK vs RMD
-22.7%
+153.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -5.0% | -4.2% | -0.8% | -4.4% |
| 30D | +11.0% | -2.1% | +13.0% | +11.3% |
| 3M | +22.4% | +13.8% | +8.6% | +20.3% |
| 6M | +25.4% | -10.6% | +36.0% | +26.7% |
| YTD | +39.5% | -8.1% | +47.6% | +40.4% |
| 1Y | +78.0% | -18.0% | +95.9% | +81.4% |
| 3Y | +45.5% | +52.9% | -7.3% | +38.6% |
| 5Y | +130.3% | -22.3% | +152.5% | +122.3% |
| All | +130.3% | -22.7% | +153.0% | +122.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling