+3,767.8%
MRK vs WMB
+5,189.1%
-1,421.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.6% |
| 7D | +0.7% | +7.8% | -7.1% | -0.2% |
| 30D | +0.3% | -5.1% | +5.4% | +0.8% |
| 3M | +9.7% | -4.7% | +14.4% | +10.0% |
| 6M | +32.0% | -7.4% | +39.4% | +32.8% |
| YTD | +43.3% | +17.5% | +25.8% | +39.9% |
| 1Y | +63.7% | +19.5% | +44.2% | +59.4% |
| 3Y | +58.0% | +121.3% | -63.3% | +41.7% |
| 5Y | +105.0% | +200.5% | -95.5% | +76.1% |
| 10Y | +228.6% | +281.9% | -53.2% | +165.9% |
| All | +3,767.8% | +5,189.1% | -1,421.2% | +1,552.6% |
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