+74.7%
MRK vs UUUU
+3.5%
+71.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.4% | -0.6% |
| 7D | -4.3% | -10.5% | +6.2% | -4.3% |
| 30D | +8.3% | -10.5% | +18.8% | +8.2% |
| 3M | +20.0% | -14.1% | +34.2% | +20.1% |
| 6M | +25.7% | -35.5% | +61.1% | +25.4% |
| YTD | +38.7% | -10.9% | +49.7% | +39.0% |
| 1Y | +74.7% | +3.4% | +71.3% | +88.2% |
| All | +74.7% | +3.5% | +71.2% | +88.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling