+2,396.1%
MUU vs MRK
+38.0%
+2,358.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -8.2% | -4.3% | -4.0% | -7.7% |
| 30D | +10.2% | +8.3% | +1.9% | +9.0% |
| 3M | -26.5% | +20.0% | -46.6% | -28.4% |
| 6M | +227.2% | +25.7% | +201.6% | +211.6% |
| YTD | +527.4% | +38.7% | +488.7% | +474.3% |
| 1Y | +1,843.7% | +74.7% | +1,769.0% | +1,504.6% |
| All | +2,396.1% | +38.0% | +2,358.1% | +1,725.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling