+374.2%
MRK vs AMC
-98.1%
+472.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.3% | -5.7% | -1.3% |
| 7D | +1.3% | +2.3% | -1.0% | +1.3% |
| 30D | +17.1% | -0.7% | +17.9% | +17.1% |
| 3M | +25.9% | +35.2% | -9.3% | +25.9% |
| 6M | +26.8% | +124.6% | -97.8% | +26.9% |
| YTD | +44.9% | +69.9% | -25.0% | +45.0% |
| 1Y | +84.8% | -2.6% | +87.4% | +84.9% |
| 3Y | +50.1% | -79.8% | +129.9% | +50.0% |
| 5Y | +127.4% | -99.4% | +226.8% | +127.1% |
| 10Y | +240.0% | -98.9% | +338.8% | +257.5% |
| All | +374.2% | -98.1% | +472.3% | +373.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling