+130.3%
MRK vs WU
-51.6%
+181.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | -5.0% | -5.0% | 0.0% | -4.4% |
| 30D | +11.0% | -2.3% | +13.2% | +11.2% |
| 3M | +22.4% | -3.2% | +25.6% | +22.3% |
| 6M | +25.4% | -25.0% | +50.4% | +29.5% |
| YTD | +39.5% | -21.7% | +61.1% | +43.1% |
| 1Y | +78.0% | -9.0% | +86.9% | +78.5% |
| 3Y | +45.5% | -28.9% | +74.4% | +48.7% |
| 5Y | +130.3% | -51.0% | +181.3% | +142.2% |
| All | +130.3% | -51.6% | +181.9% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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