+135.1%
MRK vs PWR
+459.2%
-324.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.6% | -1.3% |
| 7D | -0.9% | +4.5% | -5.5% | -1.0% |
| 30D | +15.5% | -4.9% | +20.3% | +15.5% |
| 3M | +25.1% | -7.9% | +33.0% | +25.2% |
| 6M | +30.1% | +18.3% | +11.8% | +28.9% |
| YTD | +43.1% | +51.5% | -8.4% | +40.6% |
| 1Y | +82.5% | +70.3% | +12.1% | +78.4% |
| 3Y | +49.3% | +210.6% | -161.3% | +40.3% |
| All | +135.1% | +459.2% | -324.1% | +117.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling