+97.0%
ABBV vs AMIX
-100.0%
+197.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.2% |
| 7D | +1.3% | -9.9% | +11.1% | +1.3% |
| 30D | +4.7% | -52.8% | +57.5% | +4.6% |
| 3M | +18.3% | -80.0% | +98.4% | +18.0% |
| 6M | +43.4% | -80.2% | +123.6% | +43.7% |
| YTD | +33.0% | -88.1% | +121.1% | +33.2% |
| 1Y | +30.8% | -91.1% | +121.9% | +30.9% |
| All | +97.0% | -100.0% | +197.0% | +105.5% |
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 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