-81.4%
AMIX vs DLTR
+22.8%
-104.1%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.6% | +5.4% | +1.8% |
| 7D | -3.4% | -5.8% | +2.4% | -1.3% |
| 30D | -54.4% | -5.2% | -49.1% | -53.5% |
| 3M | -45.7% | +15.2% | -60.9% | -44.8% |
| 6M | -49.2% | +7.1% | -56.3% | -49.6% |
| YTD | -60.3% | +0.8% | -61.2% | -60.5% |
| 1Y | -81.4% | +24.8% | -106.1% | -82.3% |
| All | -81.4% | +22.8% | -104.1% | -82.3% |
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