+96.9%
GILD vs AMIX
-99.9%
+196.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.8% |
| 7D | -4.8% | -4.8% | 0.0% | -4.8% |
| 30D | +5.8% | -42.0% | +47.8% | +6.0% |
| 3M | +14.9% | -46.5% | +61.4% | +13.4% |
| 6M | -0.4% | -48.2% | +47.9% | -1.7% |
| YTD | +18.5% | -62.2% | +80.7% | +17.0% |
| 1Y | +25.1% | -82.1% | +107.2% | +23.7% |
| All | +96.9% | -99.9% | +196.7% | +96.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling