+80.2%
MRK vs AMC
-12.8%
+93.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +23.8% |
| 6M | +27.8% | +117.7% | -89.9% | +25.1% |
| YTD | +42.2% | +57.7% | -15.5% | +41.4% |
| 1Y | +80.2% | -12.5% | +92.6% | +85.5% |
| All | +80.2% | -12.8% | +93.0% | +85.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling