+54.1%
MRK vs AMC
-71.5%
+125.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.1% | -0.2% |
| 7D | -1.9% | +2.6% | -4.5% | -1.9% |
| 30D | +2.8% | +9.0% | -6.3% | +2.7% |
| 3M | +15.0% | +22.2% | -7.2% | +14.9% |
| 6M | +30.9% | +91.5% | -60.6% | +30.4% |
| YTD | +42.3% | +101.3% | -59.0% | +41.6% |
| 1Y | +76.1% | +20.8% | +55.3% | +75.7% |
| 3Y | +54.1% | -71.3% | +125.4% | +65.5% |
| All | +54.1% | -71.5% | +125.6% | +65.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling