-99.9%
AMIX vs BUD
+44.1%
-144.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.8% | -7.4% | -5.0% |
| 7D | -25.5% | +7.1% | -32.6% | -23.8% |
| 30D | -56.2% | +12.7% | -68.9% | -54.4% |
| 3M | -87.4% | 0.0% | -87.5% | -87.4% |
| 6M | -80.9% | +7.6% | -88.5% | -80.0% |
| YTD | -86.8% | +35.0% | -121.9% | -84.0% |
| 1Y | -91.3% | +37.6% | -128.9% | -89.2% |
| All | -99.9% | +44.1% | -144.0% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling