-99.9%
AMIX vs CHD
+15.8%
-115.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.8% | +10.0% | +10.4% |
| 7D | +1.2% | +0.8% | +0.4% | +0.6% |
| 30D | -45.3% | +13.5% | -58.8% | -51.0% |
| 3M | -83.1% | +8.1% | -91.2% | -84.1% |
| 6M | -76.9% | +19.9% | -96.7% | -77.9% |
| YTD | -85.3% | +34.0% | -119.3% | -84.9% |
| 1Y | -89.8% | +29.8% | -119.6% | -89.7% |
| All | -99.9% | +15.8% | -115.7% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling