+32.4%
MRK vs AMIX
-99.9%
+132.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -0.9% | -3.4% | +2.4% | -0.9% |
| 30D | +15.5% | -54.4% | +69.8% | +15.5% |
| 3M | +25.1% | -45.7% | +70.9% | +25.3% |
| 6M | +30.1% | -49.2% | +79.3% | +30.3% |
| YTD | +43.1% | -60.3% | +103.5% | +43.4% |
| 1Y | +82.5% | -81.4% | +163.8% | +82.9% |
| All | +32.4% | -99.9% | +132.2% | +40.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling