+236.2%
MRK vs AMC
-99.0%
+335.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.3% | -0.6% |
| 7D | -2.7% | -6.8% | +4.1% | -2.7% |
| 30D | +12.7% | +1.7% | +11.0% | +12.7% |
| 3M | +24.2% | +26.8% | -2.6% | +24.4% |
| 6M | +27.8% | +117.7% | -89.9% | +28.2% |
| YTD | +42.2% | +57.7% | -15.5% | +42.5% |
| 1Y | +80.2% | -12.5% | +92.6% | +80.3% |
| 3Y | +48.4% | -65.7% | +114.1% | +48.3% |
| 5Y | +133.6% | -99.5% | +233.1% | +131.6% |
| 10Y | +236.2% | -99.0% | +335.2% | +230.9% |
| All | +236.2% | -99.0% | +335.2% | +230.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling