-7.2%
GLD vs AMIX
-92.3%
+85.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.2% |
| 7D | -4.6% | -9.9% | +5.3% | -4.6% |
| 30D | -5.5% | -52.8% | +47.3% | -5.4% |
| 3M | -10.9% | -80.0% | +69.1% | -10.7% |
| 6M | -17.4% | -80.2% | +62.8% | -17.4% |
| YTD | -10.3% | -88.1% | +77.8% | -10.5% |
| 1Y | -7.2% | -91.1% | +83.9% | -7.5% |
| All | -7.2% | -92.3% | +85.1% | -7.5% |
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