+3,812.0%
MRK vs WM
+26,336.4%
-22,524.4%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.1% |
| 7D | +1.3% | -0.3% | +1.6% | +1.4% |
| 30D | +17.1% | -2.4% | +19.5% | +17.6% |
| 3M | +25.9% | +0.4% | +25.5% | +25.8% |
| 6M | +26.8% | -9.5% | +36.3% | +28.9% |
| YTD | +44.9% | +0.5% | +44.4% | +44.5% |
| 1Y | +84.8% | -1.1% | +85.9% | +84.8% |
| 3Y | +50.1% | +46.0% | +4.1% | +39.5% |
| 5Y | +127.4% | +51.8% | +75.6% | +109.2% |
| 10Y | +240.0% | +307.5% | -67.6% | +166.2% |
| All | +3,812.0% | +26,336.4% | -22,524.4% | +2,222.8% |
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