-99.9%
AMIX vs BEN
+47.9%
-147.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.2% | -7.2% | -7.9% |
| 7D | -10.9% | +11.3% | -22.2% | -15.1% |
| 30D | -55.0% | +15.0% | -70.0% | -57.7% |
| 3M | -82.0% | +7.8% | -89.9% | -82.6% |
| 6M | -80.4% | +15.5% | -95.9% | -80.8% |
| YTD | -88.3% | +55.4% | -143.7% | -89.0% |
| 1Y | -92.4% | +63.3% | -155.7% | -92.9% |
| All | -99.9% | +47.9% | -147.9% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling