-99.9%
AMIX vs BEN
+39.2%
-139.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.7% | -2.2% |
| 7D | -16.0% | +6.6% | -22.6% | -18.6% |
| 30D | -55.4% | +3.8% | -59.3% | -56.2% |
| 3M | -87.5% | +0.2% | -87.7% | -87.5% |
| 6M | -81.2% | +10.4% | -91.6% | -81.1% |
| YTD | -86.8% | +46.2% | -133.0% | -87.3% |
| 1Y | -91.6% | +52.3% | -143.8% | -91.9% |
| All | -99.9% | +39.2% | -139.1% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling