-99.9%
AMIX vs ED
+45.4%
-145.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.8% | +8.1% | +8.7% |
| 7D | +11.4% | +2.1% | +9.3% | +11.1% |
| 30D | -40.5% | +12.4% | -52.9% | -41.8% |
| 3M | -80.1% | +13.1% | -93.2% | -80.5% |
| 6M | -74.8% | +14.1% | -88.9% | -75.3% |
| YTD | -84.0% | +23.1% | -107.0% | -84.5% |
| 1Y | -89.7% | +25.4% | -115.2% | -90.0% |
| All | -99.9% | +45.4% | -145.4% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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