+3,739.1%
MRK vs WY
+673.4%
+3,065.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -2.7% | -1.7% | -1.0% | -2.3% |
| 30D | +12.7% | -9.9% | +22.5% | +15.5% |
| 3M | +24.2% | -7.5% | +31.8% | +26.4% |
| 6M | +27.8% | -5.1% | +33.0% | +29.1% |
| YTD | +42.2% | -2.1% | +44.3% | +42.4% |
| 1Y | +80.2% | -7.3% | +87.5% | +82.7% |
| 3Y | +48.4% | -22.6% | +71.0% | +55.3% |
| 5Y | +133.6% | -19.8% | +153.4% | +137.7% |
| 10Y | +236.2% | +9.6% | +226.7% | +196.8% |
| All | +3,739.1% | +673.4% | +3,065.8% | +1,706.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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