+504.3%
MUU vs MRK
+87.2%
+417.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.9% | -17.9% | -12.4% |
| 7D | -35.9% | +6.7% | -42.5% | -34.0% |
| 30D | -47.1% | +7.8% | -54.9% | -45.2% |
| 3M | -29.8% | +18.2% | -48.0% | -23.7% |
| 6M | +16.0% | +34.7% | -18.7% | +32.8% |
| YTD | +286.1% | +45.8% | +240.3% | +372.8% |
| 1Y | +504.3% | +84.6% | +419.8% | +743.4% |
| All | +504.3% | +87.2% | +417.2% | +743.4% |
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