-99.9%
AMIX vs ALLE
+59.9%
-159.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -4.0% |
| 7D | -25.1% | +6.7% | -31.8% | -28.1% |
| 30D | -54.5% | +25.4% | -79.9% | -60.9% |
| 3M | -91.7% | +16.9% | -108.7% | -92.6% |
| 6M | -79.4% | +46.6% | -126.0% | -82.3% |
| YTD | -86.1% | +22.4% | -108.5% | -87.5% |
| 1Y | -91.6% | +17.7% | -109.3% | -92.4% |
| All | -99.9% | +59.9% | -159.8% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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