+65.4%
MRK vs WMB
+18.2%
+47.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.2% |
| 7D | 0.0% | +8.1% | -8.1% | -0.1% |
| 30D | +3.5% | -6.9% | +10.4% | +3.3% |
| 3M | +11.2% | -5.1% | +16.3% | +11.0% |
| 6M | +32.5% | -5.7% | +38.2% | +32.4% |
| YTD | +42.5% | +18.1% | +24.4% | +43.7% |
| 1Y | +65.4% | +18.4% | +47.0% | +66.3% |
| All | +65.4% | +18.2% | +47.2% | +66.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling