+84.6%
MRK vs AMIX
-92.3%
+176.9%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.0% | +6.9% | +3.9% |
| 7D | +6.7% | -25.1% | +31.8% | +6.7% |
| 30D | +7.8% | -54.5% | +62.3% | +7.7% |
| 3M | +18.2% | -91.7% | +109.9% | +17.9% |
| 6M | +34.7% | -79.4% | +114.1% | +34.8% |
| YTD | +45.8% | -86.1% | +131.9% | +45.4% |
| 1Y | +84.6% | -91.6% | +176.1% | +83.1% |
| All | +84.6% | -92.3% | +176.9% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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