+113.6%
AMD vs MRK
+65.7%
+47.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.2% |
| 7D | +13.1% | -2.1% | +15.2% | +12.3% |
| 30D | -7.0% | +1.2% | -8.1% | -6.2% |
| 3M | +16.6% | +13.5% | +3.0% | +23.8% |
| 6M | +20.5% | +34.0% | -13.5% | +36.4% |
| YTD | +158.2% | +42.7% | +115.5% | +202.1% |
| All | +113.6% | +65.7% | +47.8% | +163.5% |
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 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