+174.9%
AMD vs AMIX
-99.9%
+274.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.0% | +1.1% |
| 7D | -15.5% | -25.1% | +9.6% | -15.1% |
| 30D | -22.6% | -54.5% | +31.9% | -21.7% |
| 3M | -5.7% | -91.7% | +86.0% | -2.4% |
| 6M | +43.1% | -79.4% | +122.6% | +41.3% |
| YTD | +128.2% | -86.1% | +214.3% | +125.9% |
| 1Y | +95.5% | -91.6% | +187.0% | +94.2% |
| All | +174.9% | -99.9% | +274.8% | +142.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling