+84.8%
MRK vs SPXU
-40.4%
+125.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.6% | -1.2% |
| 7D | +1.3% | -0.1% | +1.5% | +1.3% |
| 30D | +17.1% | +0.8% | +16.3% | +17.2% |
| 3M | +25.9% | -4.7% | +30.6% | +26.1% |
| 6M | +26.8% | -29.6% | +56.4% | +22.3% |
| YTD | +44.9% | -29.9% | +74.8% | +39.4% |
| 1Y | +84.8% | -39.1% | +123.9% | +64.8% |
| All | +84.8% | -40.4% | +125.2% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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