+22.9%
XLV vs AMIX
-99.9%
+122.8%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.2% |
| 7D | -3.6% | -4.8% | +1.2% | -3.6% |
| 30D | -1.8% | -42.0% | +40.2% | -1.9% |
| 3M | +7.8% | -46.5% | +54.3% | +8.0% |
| 6M | +9.1% | -48.2% | +57.3% | +9.3% |
| YTD | +7.7% | -62.2% | +69.9% | +7.9% |
| 1Y | +20.4% | -82.1% | +102.5% | +20.5% |
| All | +22.9% | -99.9% | +122.8% | +25.8% |
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