+973.7%
MRK vs WPM
+5,972.6%
-4,998.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | -0.9% | +7.0% | -8.0% | -1.5% |
| 30D | +15.5% | +15.7% | -0.3% | +14.1% |
| 3M | +25.1% | +35.2% | -10.1% | +21.8% |
| 6M | +30.1% | +6.1% | +24.0% | +28.9% |
| YTD | +43.1% | +32.6% | +10.5% | +38.8% |
| 1Y | +82.5% | +46.9% | +35.5% | +75.1% |
| 3Y | +49.3% | +276.3% | -227.0% | +31.2% |
| 5Y | +130.3% | +260.0% | -129.7% | +101.4% |
| 10Y | +234.3% | +508.5% | -274.2% | +171.9% |
| All | +973.7% | +5,972.6% | -4,998.9% | +541.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling