-91.6%
AMIX vs BEN
+56.2%
-147.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.7% | -7.7% | -7.7% |
| 7D | -25.1% | +6.7% | -31.9% | -30.1% |
| 30D | -54.5% | +3.0% | -57.5% | -55.9% |
| 3M | -91.7% | -4.3% | -87.4% | -91.3% |
| 6M | -79.4% | +16.4% | -95.8% | -78.5% |
| YTD | -86.1% | +46.8% | -132.8% | -84.4% |
| 1Y | -91.6% | +57.3% | -148.9% | -89.9% |
| All | -91.6% | +56.2% | -147.8% | -89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling