+8,520.0%
AMD vs MRK
+226.6%
+8,293.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.2% | +6.0% | +5.9% |
| 7D | +44.7% | 0.0% | +44.7% | +44.8% |
| 30D | -3.3% | +3.5% | -6.8% | -4.1% |
| 3M | +21.2% | +11.2% | +10.0% | +17.9% |
| 6M | +30.6% | +32.5% | -1.9% | +20.7% |
| YTD | +173.3% | +42.5% | +130.8% | +145.9% |
| 1Y | +126.1% | +65.4% | +60.7% | +93.8% |
| 3Y | +393.5% | +58.8% | +334.7% | +311.6% |
| 5Y | +295.8% | +103.9% | +191.9% | +181.6% |
| All | +8,520.0% | +226.6% | +8,293.5% | +4,722.5% |
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