+131.1%
MRK vs UUUU
+88.5%
+42.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.3% | +4.4% | -1.9% |
| 7D | -5.0% | -5.0% | 0.0% | -5.0% |
| 30D | +11.0% | -7.8% | +18.7% | +11.0% |
| 3M | +22.4% | -0.4% | +22.8% | +22.4% |
| 6M | +25.4% | -32.9% | +58.3% | +25.5% |
| YTD | +39.5% | -6.3% | +45.8% | +39.3% |
| 1Y | +78.0% | +7.9% | +70.1% | +77.4% |
| 3Y | +45.5% | +85.2% | -39.6% | +44.4% |
| All | +131.1% | +88.5% | +42.6% | +131.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling