-79.7%
AMIX vs BEN
+42.6%
-122.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -5.2% |
| 7D | -13.7% | +0.2% | -14.0% | -13.9% |
| 30D | -62.1% | -0.5% | -61.5% | -61.8% |
| 3M | -46.2% | +9.7% | -55.9% | -44.3% |
| 6M | -46.4% | +33.9% | -80.3% | -45.3% |
| YTD | -60.3% | +49.0% | -109.2% | -58.2% |
| 1Y | -79.7% | +42.1% | -121.8% | -79.0% |
| All | -79.7% | +42.6% | -122.2% | -79.0% |
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