-99.9%
AMIX vs ALLY
+15.0%
-114.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.8% | -6.8% | -5.1% |
| 7D | -25.1% | +2.4% | -27.5% | -26.1% |
| 30D | -54.5% | +5.6% | -60.1% | -55.9% |
| 3M | -91.7% | -11.7% | -80.0% | -91.2% |
| 6M | -79.4% | -7.0% | -72.4% | -78.2% |
| YTD | -86.1% | -10.4% | -75.6% | -85.2% |
| 1Y | -91.6% | +2.4% | -93.9% | -91.3% |
| All | -99.9% | +15.0% | -114.9% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling