-91.6%
AMIX vs EFV
+25.8%
-117.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.2% | -5.3% |
| 7D | -25.1% | +2.9% | -28.0% | -26.7% |
| 30D | -54.5% | +3.6% | -58.1% | -55.7% |
| 3M | -91.7% | -0.1% | -91.6% | -91.7% |
| 6M | -79.4% | +9.6% | -89.1% | -79.3% |
| YTD | -86.1% | +17.0% | -103.0% | -82.7% |
| 1Y | -91.6% | +25.7% | -117.2% | -85.2% |
| All | -91.6% | +25.8% | -117.4% | -85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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