+224.1%
MRK vs URI
+1,189.1%
-964.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | -0.3% |
| 7D | +2.3% | -6.0% | +8.3% | +2.9% |
| 30D | +1.7% | +4.6% | -2.9% | +1.1% |
| 3M | +13.8% | -2.7% | +16.4% | +13.9% |
| 6M | +34.7% | +18.4% | +16.3% | +31.7% |
| YTD | +43.6% | +37.4% | +6.2% | +37.3% |
| 1Y | +75.7% | +30.4% | +45.3% | +68.9% |
| 3Y | +60.0% | +147.9% | -87.9% | +40.9% |
| 5Y | +105.4% | +202.1% | -96.7% | +73.7% |
| 10Y | +224.1% | +1,182.4% | -958.3% | +124.3% |
| All | +224.1% | +1,189.1% | -964.9% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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