+46.1%
MRK vs UUUU
+83.7%
-37.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.3% | +4.4% | -2.0% |
| 7D | -5.0% | -5.0% | 0.0% | -5.0% |
| 30D | +11.0% | -7.8% | +18.7% | +10.9% |
| 3M | +22.4% | -0.4% | +22.8% | +22.5% |
| 6M | +25.4% | -32.9% | +58.3% | +25.1% |
| YTD | +39.5% | -6.3% | +45.8% | +39.6% |
| 1Y | +78.0% | +7.9% | +70.1% | +78.7% |
| All | +46.1% | +83.7% | -37.5% | +48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling