+472.1%
MRK vs WCC
+1,563.0%
-1,091.0%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.2% | +0.7% |
| 7D | +0.7% | +9.9% | -9.2% | -0.4% |
| 30D | +0.3% | -8.4% | +8.7% | +1.0% |
| 3M | +9.7% | -10.3% | +20.0% | +10.5% |
| 6M | +32.0% | -10.5% | +42.4% | +32.4% |
| YTD | +43.3% | +32.2% | +11.1% | +36.7% |
| 1Y | +63.7% | +25.5% | +38.1% | +57.0% |
| 3Y | +58.0% | +134.7% | -76.7% | +36.7% |
| 5Y | +105.0% | +139.9% | -35.0% | +71.8% |
| 10Y | +228.6% | +433.5% | -204.8% | +131.9% |
| All | +472.1% | +1,563.0% | -1,091.0% | +217.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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