+2,683.6%
MUU vs MRK
+41.4%
+2,642.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.6% |
| 7D | +15.0% | -2.7% | +17.7% | +15.4% |
| 30D | +36.8% | +12.7% | +24.1% | +34.7% |
| 3M | -8.5% | +24.2% | -32.7% | -11.4% |
| 6M | +320.7% | +27.8% | +292.9% | +300.6% |
| YTD | +599.7% | +42.2% | +557.5% | +538.3% |
| 1Y | +2,569.2% | +80.2% | +2,489.0% | +2,090.6% |
| All | +2,683.6% | +41.4% | +2,642.1% | +1,929.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling