+1,665.8%
AMAT vs MRK
+238.6%
+1,427.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.2% | +5.2% | +4.4% |
| 7D | +7.0% | -0.9% | +7.9% | +7.3% |
| 30D | -12.2% | +15.5% | -27.7% | -16.6% |
| 3M | -3.8% | +25.1% | -28.9% | -11.4% |
| 6M | +45.9% | +30.1% | +15.8% | +32.1% |
| YTD | +84.6% | +43.1% | +41.5% | +61.4% |
| 1Y | +193.4% | +82.5% | +110.9% | +133.9% |
| 3Y | +228.1% | +49.3% | +178.8% | +172.4% |
| 5Y | +268.9% | +130.3% | +138.7% | +135.1% |
| 10Y | +1,665.8% | +234.3% | +1,431.4% | +891.7% |
| All | +1,665.8% | +238.6% | +1,427.2% | +891.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MRK 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling