+52.8%
MRK vs SUI
+13.6%
+39.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | +1.3% | -2.8% | +4.2% | +2.1% |
| 30D | +17.1% | -1.2% | +18.3% | +17.5% |
| 3M | +25.9% | -1.7% | +27.6% | +26.4% |
| 6M | +26.8% | -10.5% | +37.3% | +29.9% |
| YTD | +44.9% | -1.8% | +46.7% | +45.3% |
| 1Y | +84.8% | -4.1% | +88.9% | +86.3% |
| All | +52.8% | +13.6% | +39.2% | +49.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling