-99.9%
AMIX vs CHD
+16.3%
-116.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.4% | +8.4% | +8.5% |
| 7D | +11.4% | +2.4% | +9.1% | +9.5% |
| 30D | -40.5% | +13.9% | -54.4% | -46.9% |
| 3M | -80.1% | +8.5% | -88.6% | -81.4% |
| 6M | -74.8% | +20.4% | -95.2% | -76.0% |
| YTD | -84.0% | +34.5% | -118.5% | -83.6% |
| 1Y | -89.7% | +33.8% | -123.5% | -89.5% |
| All | -99.9% | +16.3% | -116.2% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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