+84.6%
AMGN vs ACWI
+70.3%
+14.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | -1.2% | -2.4% | +1.2% | +0.2% |
| 30D | +11.5% | -5.2% | +16.6% | +14.8% |
| 3M | +14.4% | -4.8% | +19.2% | +17.6% |
| 6M | +40.9% | -1.3% | +42.2% | +41.4% |
| YTD | +43.5% | +8.4% | +35.2% | +36.0% |
| 1Y | +49.9% | +11.0% | +38.9% | +40.0% |
| 3Y | +84.6% | +70.6% | +14.1% | +23.0% |
| All | +84.6% | +70.3% | +14.3% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling