Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • AMIX vs GNRC✓SelectedUSD · GNRCAMIX vs GNRC performance historyLatest closeAs of-1.92%09/04
Stock and ETF performance explorer

AMIX vs GNRC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-99.8%
GNRC return
+63.5%
Excess return
-163.3%
Maximum drawdown
-99.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioGNRCExcessAlpha
1D-1.9%+2.4%-4.3%-3.7%
7D-13.7%+1.9%-15.7%-15.0%
30D-62.1%-13.8%-48.2%-57.9%
3M-46.2%-32.6%-13.5%-39.7%
6M-46.4%-15.2%-31.2%-40.4%
YTD-60.3%+37.4%-97.6%-56.8%
1Y-79.7%+5.1%-84.8%-77.1%
All-99.8%+63.5%-163.3%-99.8%

Cumulative growth

Daily Returns

Daily percentage return beside GNRC.

Daily Out/Under-Performance

Portfolio return minus GNRC return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × GNRC 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 all: compounded portfolio wealth divided by compounded GNRC 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…

all analysis · Full analysis span regression · 6 months rolling