-99.9%
AMIX vs ALLY
+13.4%
-113.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.2% | -4.9% |
| 7D | -25.5% | -1.1% | -24.4% | -25.0% |
| 30D | -56.2% | +4.2% | -60.4% | -57.2% |
| 3M | -87.4% | -12.4% | -75.0% | -86.5% |
| 6M | -80.9% | -8.7% | -72.2% | -79.6% |
| YTD | -86.8% | -11.6% | -75.2% | -85.9% |
| 1Y | -91.3% | +0.2% | -91.5% | -91.0% |
| All | -99.9% | +13.4% | -113.4% | -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