-92.4%
AMIX vs BEN
+64.2%
-156.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.2% | -7.2% | -7.2% |
| 7D | -10.9% | +11.3% | -22.2% | -19.5% |
| 30D | -55.0% | +15.0% | -70.0% | -60.8% |
| 3M | -82.0% | +7.8% | -89.9% | -83.2% |
| 6M | -80.4% | +15.5% | -95.9% | -80.3% |
| YTD | -88.3% | +55.4% | -143.7% | -86.1% |
| 1Y | -92.4% | +63.3% | -155.7% | -89.8% |
| All | -92.4% | +64.2% | -156.6% | -89.8% |
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