+78.0%
MRK vs PWR
+62.4%
+15.5%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.9% |
| 7D | -5.0% | -0.2% | -4.8% | -5.0% |
| 30D | +11.0% | -7.7% | +18.7% | +10.8% |
| 3M | +22.4% | -4.9% | +27.3% | +21.9% |
| 6M | +25.4% | +9.7% | +15.7% | +23.7% |
| YTD | +39.5% | +46.7% | -7.2% | +36.7% |
| 1Y | +78.0% | +58.7% | +19.3% | +69.2% |
| All | +78.0% | +62.4% | +15.5% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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