+224.1%
MRK vs SUI
+117.1%
+107.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | +2.3% | +3.4% | -1.1% | +1.4% |
| 30D | +1.7% | +4.6% | -2.9% | +0.4% |
| 3M | +13.8% | +1.6% | +12.2% | +13.2% |
| 6M | +34.7% | -3.5% | +38.1% | +35.7% |
| YTD | +43.6% | -1.0% | +44.6% | +43.5% |
| 1Y | +75.7% | -1.7% | +77.4% | +76.0% |
| 3Y | +60.0% | +18.4% | +41.6% | +51.2% |
| 5Y | +105.4% | -26.3% | +131.7% | +117.3% |
| 10Y | +224.1% | +123.3% | +100.8% | +162.3% |
| All | +224.1% | +117.1% | +107.0% | +162.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling