+8,017.8%
AMD vs MRK
+238.6%
+7,779.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.1% | +6.2% |
| 7D | +10.0% | -0.9% | +11.0% | +10.2% |
| 30D | +4.6% | +15.5% | -10.8% | +0.9% |
| 3M | +3.1% | +25.1% | -22.0% | -2.9% |
| 6M | +162.8% | +30.1% | +132.7% | +143.9% |
| YTD | +136.2% | +43.1% | +93.0% | +112.4% |
| 1Y | +234.0% | +82.5% | +151.6% | +176.5% |
| 3Y | +376.7% | +49.3% | +327.4% | +308.3% |
| 5Y | +376.3% | +130.3% | +246.1% | +214.0% |
| 10Y | +8,017.8% | +234.3% | +7,783.5% | +4,503.4% |
| All | +8,017.8% | +238.6% | +7,779.2% | +4,503.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling