-97.1%
AMIX vs ADVB
-97.6%
+0.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -9.5% | +3.9% | -4.8% |
| 7D | -25.5% | -28.0% | +2.5% | -23.4% |
| 30D | -56.2% | -70.2% | +14.0% | -52.1% |
| 3M | -87.4% | -76.1% | -11.4% | -86.1% |
| 6M | -80.9% | -72.3% | -8.6% | -78.8% |
| YTD | -86.8% | -67.5% | -19.4% | -85.7% |
| 1Y | -91.3% | -78.6% | -12.8% | -90.3% |
| All | -97.1% | -97.6% | +0.5% | -96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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