+609.5%
MRK vs PWR
+8,011.0%
-7,401.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.3% |
| 7D | +2.3% | -11.2% | +13.6% | +3.3% |
| 30D | +1.7% | -17.4% | +19.1% | +3.3% |
| 3M | +13.8% | -11.7% | +25.5% | +14.6% |
| 6M | +34.7% | -21.7% | +56.4% | +36.8% |
| YTD | +43.6% | +38.3% | +5.3% | +36.7% |
| 1Y | +75.7% | +29.6% | +46.1% | +68.3% |
| 3Y | +60.0% | +236.1% | -176.1% | +35.9% |
| 5Y | +105.4% | +406.3% | -301.0% | +64.5% |
| 10Y | +224.1% | +1,796.7% | -1,572.6% | +119.0% |
| All | +609.5% | +8,011.0% | -7,401.5% | +248.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling