+234.3%
MRK vs SUI
+104.3%
+130.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.9% |
| 7D | -0.9% | -3.1% | +2.2% | -0.1% |
| 30D | +15.5% | -2.3% | +17.8% | +16.2% |
| 3M | +25.1% | -2.8% | +27.9% | +26.0% |
| 6M | +30.1% | -12.4% | +42.5% | +34.4% |
| YTD | +43.1% | -3.3% | +46.4% | +44.1% |
| 1Y | +82.5% | -5.8% | +88.3% | +84.9% |
| 3Y | +49.3% | +12.5% | +36.8% | +43.1% |
| 5Y | +130.3% | -32.9% | +163.1% | +150.2% |
| 10Y | +234.3% | +104.4% | +129.9% | +186.3% |
| All | +234.3% | +104.3% | +130.0% | +186.3% |
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