+195.2%
AMD vs MRK
+84.5%
+110.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.3% | +6.0% | +4.2% |
| 7D | +2.6% | +1.3% | +1.2% | +3.1% |
| 30D | -0.9% | +17.1% | -18.1% | +6.0% |
| 3M | -8.7% | +25.9% | -34.6% | +1.1% |
| 6M | +136.3% | +26.8% | +109.5% | +162.8% |
| YTD | +123.0% | +44.9% | +78.1% | +162.2% |
| 1Y | +195.2% | +84.8% | +110.3% | +280.3% |
| All | +195.2% | +84.5% | +110.7% | +280.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling