+229.0%
MRK vs WMB
+284.4%
-55.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.3% |
| 7D | 0.0% | +8.1% | -8.1% | -1.1% |
| 30D | +3.5% | -6.9% | +10.4% | +4.4% |
| 3M | +11.2% | -5.1% | +16.3% | +11.7% |
| 6M | +32.5% | -5.7% | +38.2% | +33.1% |
| YTD | +42.5% | +18.1% | +24.4% | +38.0% |
| 1Y | +65.4% | +18.4% | +47.0% | +60.1% |
| 3Y | +58.8% | +122.7% | -63.9% | +36.2% |
| 5Y | +103.9% | +202.0% | -98.2% | +64.2% |
| All | +229.0% | +284.4% | -55.5% | +143.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 10y: compounded portfolio wealth divided by compounded WMB 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…
10y analysis · Full analysis span regression · 6 months rolling