+1,753.2%
MRK vs RMD
+35,656.8%
-33,903.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -0.8% |
| 7D | -0.9% | -4.5% | +3.5% | -0.3% |
| 30D | +15.5% | +4.6% | +10.9% | +14.8% |
| 3M | +25.1% | +14.8% | +10.3% | +22.6% |
| 6M | +30.1% | -12.1% | +42.2% | +32.1% |
| YTD | +43.1% | -7.5% | +50.6% | +44.2% |
| 1Y | +82.5% | -20.1% | +102.5% | +87.5% |
| 3Y | +49.3% | +53.9% | -4.6% | +38.5% |
| 5Y | +130.3% | -22.2% | +152.5% | +131.5% |
| 10Y | +234.3% | +268.2% | -33.9% | +169.5% |
| All | +1,753.2% | +35,656.8% | -33,903.6% | +964.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling