+238.4%
MRK vs AMC
-98.9%
+337.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -1.3% |
| 7D | -0.9% | -0.8% | -0.2% | -0.9% |
| 30D | +15.5% | -1.2% | +16.6% | +15.5% |
| 3M | +25.1% | +42.2% | -17.1% | +25.3% |
| 6M | +30.1% | +118.8% | -88.7% | +30.5% |
| YTD | +43.1% | +64.1% | -21.0% | +43.4% |
| 1Y | +82.5% | -9.5% | +92.0% | +82.6% |
| 3Y | +49.3% | -64.3% | +113.7% | +49.3% |
| 5Y | +130.3% | -99.5% | +229.7% | +128.4% |
| All | +238.4% | -98.9% | +337.3% | +233.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling