+54,805.5%
AMGN vs MTB
+8,245.1%
+46,560.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | -0.6% | -9.5% | -9.9% |
| 7D | -10.3% | +2.8% | -13.0% | -10.8% |
| 30D | -3.8% | -4.2% | +0.4% | -2.8% |
| 3M | +14.4% | +7.8% | +6.6% | +12.2% |
| 6M | +7.8% | +14.8% | -7.0% | +4.1% |
| YTD | +22.6% | +20.8% | +1.8% | +16.8% |
| 1Y | +44.2% | +23.1% | +21.1% | +36.6% |
| 3Y | +65.8% | +114.8% | -49.0% | +34.8% |
| 5Y | +108.0% | +103.3% | +4.7% | +66.6% |
| 10Y | +209.9% | +173.0% | +36.9% | +116.1% |
| All | +54,805.5% | +8,245.1% | +46,560.4% | +15,694.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MTB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling