+130.3%
MRK vs WMB
+282.7%
-152.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.4% |
| 7D | -0.9% | +0.8% | -1.7% | -1.0% |
| 30D | +15.5% | +7.7% | +7.7% | +14.5% |
| 3M | +25.1% | +6.7% | +18.4% | +24.2% |
| 6M | +30.1% | +3.6% | +26.5% | +29.5% |
| YTD | +43.1% | +28.0% | +15.1% | +39.4% |
| 1Y | +82.5% | +37.6% | +44.8% | +76.0% |
| 3Y | +49.3% | +149.0% | -99.7% | +29.6% |
| 5Y | +130.3% | +285.3% | -155.1% | +74.3% |
| All | +130.3% | +282.7% | -152.4% | +74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling