+129.9%
MRK vs RMD
-23.0%
+152.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -4.3% | -4.4% | +0.2% | -3.7% |
| 30D | +8.3% | -3.1% | +11.4% | +8.8% |
| 3M | +20.0% | +13.8% | +6.3% | +18.0% |
| 6M | +25.7% | -8.6% | +34.2% | +26.7% |
| YTD | +38.7% | -8.6% | +47.4% | +39.8% |
| 1Y | +74.7% | -19.7% | +94.4% | +78.5% |
| 3Y | +45.4% | +48.4% | -3.0% | +38.9% |
| All | +129.9% | -23.0% | +152.9% | +121.5% |
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