-99.9%
AMIX vs BUD
+45.5%
-145.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.1% | +7.7% | +9.1% |
| 7D | +11.4% | +6.0% | +5.4% | +13.4% |
| 30D | -40.5% | +11.3% | -51.8% | -38.5% |
| 3M | -80.1% | +3.6% | -83.6% | -79.8% |
| 6M | -74.8% | +7.7% | -82.5% | -73.8% |
| YTD | -84.0% | +36.4% | -120.3% | -80.5% |
| 1Y | -89.7% | +37.8% | -127.6% | -87.2% |
| All | -99.9% | +45.5% | -145.4% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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