+2,981.5%
MUU vs MRK
+84.5%
+2,897.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.3% | +12.9% | +11.3% |
| 7D | +17.4% | +1.3% | +16.0% | +17.7% |
| 30D | +24.0% | +17.1% | +6.8% | +28.3% |
| 3M | -23.9% | +25.9% | -49.8% | -18.9% |
| 6M | +284.4% | +26.8% | +257.6% | +311.9% |
| YTD | +583.7% | +44.9% | +538.8% | +617.5% |
| 1Y | +2,981.5% | +84.8% | +2,896.6% | +2,887.4% |
| All | +2,981.5% | +84.5% | +2,897.0% | +2,887.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 MRK 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