+3,794.0%
MRK vs WM
+28,589.7%
-24,795.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.2% | +1.4% |
| 7D | +0.3% | -0.5% | +0.7% | +0.4% |
| 30D | +2.2% | +13.3% | -11.1% | -0.2% |
| 3M | +16.4% | +4.4% | +12.0% | +15.4% |
| 6M | +35.3% | +10.8% | +24.5% | +32.7% |
| YTD | +44.2% | +9.1% | +35.2% | +41.6% |
| 1Y | +77.5% | +19.1% | +58.3% | +71.5% |
| 3Y | +59.2% | +45.7% | +13.6% | +47.9% |
| 5Y | +109.6% | +60.4% | +49.1% | +90.6% |
| 10Y | +229.6% | +328.7% | -99.1% | +155.4% |
| All | +3,794.0% | +28,589.7% | -24,795.7% | +2,176.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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