+3,763.3%
MRK vs AEM
+3,487.5%
+275.9%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.2% |
| 7D | -0.9% | +4.3% | -5.3% | -1.0% |
| 30D | +15.5% | +13.1% | +2.3% | +15.2% |
| 3M | +25.1% | +24.8% | +0.3% | +24.5% |
| 6M | +30.1% | -8.2% | +38.3% | +30.2% |
| YTD | +43.1% | +19.8% | +23.3% | +42.4% |
| 1Y | +82.5% | +32.1% | +50.4% | +81.1% |
| 3Y | +49.3% | +348.2% | -298.9% | +44.2% |
| 5Y | +130.3% | +297.5% | -167.2% | +122.3% |
| 10Y | +234.3% | +343.3% | -108.9% | +220.4% |
| All | +3,763.3% | +3,487.5% | +275.9% | +3,838.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 all: compounded portfolio wealth divided by compounded AEM 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…
all analysis · Full analysis span regression · 6 months rolling