+32.0%
MRK vs AMIX
-100.0%
+132.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -20.0% | +19.4% | -0.6% |
| 7D | -2.1% | -8.1% | +6.0% | -2.1% |
| 30D | +1.2% | -52.3% | +53.4% | +1.2% |
| 3M | +13.5% | -83.8% | +97.3% | +13.6% |
| 6M | +34.0% | -79.0% | +113.0% | +34.2% |
| YTD | +42.7% | -87.2% | +129.9% | +43.0% |
| 1Y | +66.6% | -91.7% | +158.3% | +66.9% |
| All | +32.0% | -100.0% | +132.0% | +40.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling