+130.3%
MRK vs WPM
+252.7%
-122.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.7% | +1.8% | -1.7% |
| 7D | -5.0% | -3.6% | -1.4% | -4.8% |
| 30D | +11.0% | +12.5% | -1.5% | +10.1% |
| 3M | +22.4% | +40.6% | -18.2% | +20.0% |
| 6M | +25.4% | +0.5% | +24.9% | +24.9% |
| YTD | +39.5% | +29.0% | +10.5% | +37.1% |
| 1Y | +78.0% | +43.8% | +34.2% | +73.8% |
| 3Y | +45.5% | +266.3% | -220.7% | +33.1% |
| 5Y | +130.3% | +255.1% | -124.8% | +110.5% |
| All | +130.3% | +252.7% | -122.4% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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