-91.6%
AMIX vs BUD
+36.0%
-127.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.1% |
| 7D | -16.0% | +4.5% | -20.5% | -16.4% |
| 30D | -55.4% | +12.5% | -67.9% | -56.0% |
| 3M | -87.5% | 0.0% | -87.5% | -87.3% |
| 6M | -81.2% | +3.8% | -85.0% | -80.6% |
| YTD | -86.8% | +33.1% | -119.9% | -78.2% |
| 1Y | -91.6% | +35.5% | -127.1% | -84.9% |
| All | -91.6% | +36.0% | -127.5% | -84.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling