-99.8%
AMIX vs ALLY
+26.6%
-126.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.1% |
| 7D | -13.7% | +3.7% | -17.4% | -15.4% |
| 30D | -62.1% | -2.3% | -59.8% | -61.6% |
| 3M | -46.2% | +3.8% | -50.0% | -46.0% |
| 6M | -46.4% | +9.7% | -56.1% | -46.9% |
| YTD | -60.3% | -1.4% | -58.8% | -59.8% |
| 1Y | -79.7% | +8.2% | -87.9% | -79.8% |
| All | -99.8% | +26.6% | -126.4% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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