+40.7%
ABBV vs AMIX
-92.3%
+133.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.0% | +6.1% | +3.1% |
| 7D | +3.1% | -25.1% | +28.2% | +3.0% |
| 30D | +11.6% | -54.5% | +66.1% | +11.4% |
| 3M | +21.7% | -91.7% | +113.4% | +21.0% |
| 6M | +43.5% | -79.4% | +123.0% | +42.7% |
| YTD | +32.9% | -86.1% | +119.0% | +31.7% |
| 1Y | +40.7% | -91.6% | +132.2% | +39.1% |
| All | +40.7% | -92.3% | +133.0% | +39.1% |
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