+224.4%
MRK vs UUUU
+465.5%
-241.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.4% | -0.4% |
| 7D | -4.3% | -10.5% | +6.2% | -3.9% |
| 30D | +8.3% | -10.5% | +18.8% | +8.6% |
| 3M | +20.0% | -14.1% | +34.2% | +20.4% |
| 6M | +25.7% | -35.5% | +61.1% | +26.8% |
| YTD | +38.7% | -10.9% | +49.7% | +37.9% |
| 1Y | +74.7% | +3.4% | +71.3% | +71.7% |
| 3Y | +45.4% | +73.1% | -27.8% | +38.0% |
| 5Y | +129.0% | +87.1% | +41.9% | +111.1% |
| All | +224.4% | +465.5% | -241.1% | +150.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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