-38.2%
GIS vs AMIX
-99.9%
+61.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.8% | -9.6% | -0.8% |
| 7D | +1.5% | +11.4% | -9.9% | +1.5% |
| 30D | +9.2% | -40.5% | +49.7% | +9.2% |
| 3M | -5.4% | -80.1% | +74.7% | -5.4% |
| 6M | +3.4% | -74.8% | +78.3% | +3.0% |
| YTD | -20.5% | -84.0% | +63.5% | -21.0% |
| 1Y | -20.0% | -89.7% | +69.7% | -20.7% |
| All | -38.2% | -99.9% | +61.7% | -37.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling