+2,716.9%
MRK vs SUI
+4,037.5%
-1,320.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +26.5% |
| 6M | +26.8% | -10.5% | +37.3% | +30.5% |
| YTD | +44.9% | -1.8% | +46.7% | +45.4% |
| 1Y | +84.8% | -4.1% | +88.9% | +86.5% |
| 3Y | +50.1% | +11.3% | +38.9% | +43.8% |
| 5Y | +127.4% | -32.1% | +159.5% | +143.6% |
| 10Y | +240.0% | +110.4% | +129.5% | +161.2% |
| All | +2,716.9% | +4,037.5% | -1,320.6% | +1,038.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling