+3,812.0%
MRK vs WMB
+5,535.5%
-1,723.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.5% | -1.3% |
| 7D | +1.3% | +0.6% | +0.8% | +1.3% |
| 30D | +17.1% | +3.3% | +13.9% | +16.6% |
| 3M | +25.9% | +3.1% | +22.8% | +25.3% |
| 6M | +26.8% | -0.7% | +27.5% | +26.7% |
| YTD | +44.9% | +25.2% | +19.7% | +40.6% |
| 1Y | +84.8% | +32.9% | +52.0% | +77.9% |
| 3Y | +50.1% | +140.6% | -90.4% | +33.5% |
| 5Y | +127.4% | +273.5% | -146.0% | +90.5% |
| 10Y | +240.0% | +334.2% | -94.2% | +171.2% |
| All | +3,812.0% | +5,535.5% | -1,723.5% | +1,561.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling