+616.2%
MRK vs PWR
+8,583.6%
-7,967.4%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.4% |
| 7D | +1.3% | +3.6% | -2.3% | +1.0% |
| 30D | +17.1% | -8.6% | +25.7% | +18.1% |
| 3M | +25.9% | -13.2% | +39.1% | +27.1% |
| 6M | +26.8% | +9.9% | +16.9% | +24.6% |
| YTD | +44.9% | +48.0% | -3.1% | +37.6% |
| 1Y | +84.8% | +66.2% | +18.7% | +73.0% |
| 3Y | +50.1% | +195.1% | -145.0% | +29.9% |
| 5Y | +127.4% | +442.6% | -315.1% | +81.6% |
| 10Y | +240.0% | +2,334.2% | -2,094.3% | +124.8% |
| All | +616.2% | +8,583.6% | -7,967.4% | +250.4% |
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 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