+229.0%
MRK vs AMC
-98.8%
+327.7%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.2% | -0.2% |
| 7D | 0.0% | +8.4% | -8.4% | 0.0% |
| 30D | +3.5% | +9.2% | -5.6% | +3.5% |
| 3M | +11.2% | +32.0% | -20.8% | +11.3% |
| 6M | +32.5% | +149.3% | -116.8% | +32.9% |
| YTD | +42.5% | +114.1% | -71.6% | +42.9% |
| 1Y | +65.4% | +35.8% | +29.6% | +65.7% |
| 3Y | +58.8% | -58.3% | +117.1% | +58.8% |
| 5Y | +103.9% | -99.2% | +203.0% | +102.3% |
| All | +229.0% | -98.8% | +327.7% | +222.4% |
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