-91.6%
AMIX vs DLTR
+45.2%
-136.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +9.6% | -12.7% | -6.0% |
| 7D | -25.1% | +15.6% | -40.7% | -29.0% |
| 30D | -54.5% | +29.9% | -84.4% | -58.9% |
| 3M | -91.7% | +12.5% | -104.2% | -92.1% |
| 6M | -79.4% | +56.3% | -135.7% | -80.7% |
| YTD | -86.1% | +19.5% | -105.6% | -86.9% |
| 1Y | -91.6% | +44.0% | -135.6% | -90.6% |
| All | -91.6% | +45.2% | -136.8% | -90.6% |
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