+96.1%
GLD vs AMIX
-99.9%
+196.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +8.8% | -11.5% | -2.7% |
| 7D | +2.8% | +11.4% | -8.6% | +2.8% |
| 30D | -4.0% | -40.5% | +36.6% | -3.9% |
| 3M | -8.2% | -80.1% | +71.8% | -8.2% |
| 6M | -14.8% | -74.8% | +60.0% | -15.2% |
| YTD | -6.8% | -84.0% | +77.2% | -7.2% |
| 1Y | -2.4% | -89.7% | +87.3% | -2.9% |
| All | +96.1% | -99.9% | +196.1% | +101.1% |
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