+3,645.5%
MRK vs WEC
+3,954.9%
-309.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -4.3% | -0.6% | -3.7% | -4.0% |
| 30D | +8.3% | -2.6% | +10.9% | +9.3% |
| 3M | +20.0% | -6.0% | +26.1% | +22.9% |
| 6M | +25.7% | -5.4% | +31.1% | +28.2% |
| YTD | +38.7% | +2.5% | +36.3% | +37.1% |
| 1Y | +74.7% | -0.7% | +75.4% | +74.6% |
| 3Y | +45.4% | +38.7% | +6.6% | +26.0% |
| 5Y | +129.0% | +31.7% | +97.4% | +99.7% |
| 10Y | +228.0% | +146.5% | +81.5% | +108.5% |
| All | +3,645.5% | +3,954.9% | -309.5% | +602.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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