-79.7%
AMIX vs DLTR
+29.2%
-108.9%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.0% |
| 7D | -13.7% | +2.5% | -16.2% | -14.5% |
| 30D | -62.1% | +2.1% | -64.1% | -62.4% |
| 3M | -46.2% | +20.3% | -66.4% | -46.3% |
| 6M | -46.4% | +11.5% | -57.9% | -48.0% |
| YTD | -60.3% | +6.8% | -67.1% | -61.2% |
| 1Y | -79.7% | +31.1% | -110.8% | -80.8% |
| All | -79.7% | +29.2% | -108.9% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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