+32.5%
MRK vs AMIX
-100.0%
+132.5%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | +0.6% |
| 7D | +0.7% | -9.9% | +10.6% | +0.7% |
| 30D | +0.3% | -52.8% | +53.0% | +0.3% |
| 3M | +9.7% | -80.0% | +89.7% | +9.7% |
| 6M | +32.0% | -80.2% | +112.2% | +32.1% |
| YTD | +43.3% | -88.1% | +131.4% | +43.6% |
| 1Y | +63.7% | -91.1% | +154.7% | +63.9% |
| All | +32.5% | -100.0% | +132.5% | +40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling