+49.0%
MRK vs RRC
+31.0%
+18.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.6% |
| 7D | -2.7% | -1.7% | -1.0% | -2.6% |
| 30D | +12.7% | +3.6% | +9.1% | +12.4% |
| 3M | +24.2% | +8.8% | +15.4% | +23.4% |
| 6M | +27.8% | +0.8% | +27.0% | +27.4% |
| YTD | +42.2% | +19.0% | +23.2% | +39.9% |
| 1Y | +80.2% | +22.9% | +57.3% | +77.1% |
| All | +49.0% | +31.0% | +18.0% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 3y: compounded portfolio wealth divided by compounded RRC 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…
3y analysis · Full analysis span regression · 6 months rolling