+84.8%
MRK vs WST
+37.6%
+47.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.1% |
| 7D | +1.3% | +0.7% | +0.6% | +1.2% |
| 30D | +17.1% | -3.1% | +20.3% | +17.9% |
| 3M | +25.9% | +7.2% | +18.7% | +23.8% |
| 6M | +26.8% | +36.8% | -10.0% | +17.1% |
| YTD | +44.9% | +23.8% | +21.1% | +37.5% |
| 1Y | +84.8% | +37.8% | +47.1% | +61.1% |
| All | +84.8% | +37.6% | +47.3% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling