+45.4%
GILD vs AMIX
-92.3%
+137.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.0% | +7.2% | +4.2% |
| 7D | +9.6% | -25.1% | +34.7% | +9.8% |
| 30D | +20.6% | -54.5% | +75.2% | +21.1% |
| 3M | +29.7% | -91.7% | +121.5% | +31.3% |
| 6M | +33.1% | -79.4% | +112.6% | +30.0% |
| YTD | +44.7% | -86.1% | +130.8% | +39.9% |
| 1Y | +45.4% | -91.6% | +136.9% | +39.5% |
| All | +45.4% | -92.3% | +137.7% | +39.5% |
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 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