+37.4%
GILD vs AMIX
-81.0%
+118.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | -0.1% |
| 7D | +3.6% | -13.7% | +17.4% | +3.7% |
| 30D | +14.6% | -62.1% | +76.7% | +15.1% |
| 3M | +17.7% | -46.2% | +63.8% | +14.2% |
| 6M | +3.1% | -46.4% | +49.6% | +0.2% |
| YTD | +24.5% | -60.3% | +84.8% | +20.1% |
| 1Y | +37.4% | -79.7% | +117.1% | +31.6% |
| All | +37.4% | -81.0% | +118.4% | +31.6% |
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