-91.7%
AMIX vs EFV
+20.5%
-112.2%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | 0.0% | -20.0% | -20.0% |
| 7D | -8.1% | -1.0% | -7.1% | -7.4% |
| 30D | -52.3% | +3.1% | -55.3% | -53.4% |
| 3M | -83.8% | -1.2% | -82.5% | -83.5% |
| 6M | -79.0% | +5.6% | -84.6% | -78.7% |
| YTD | -87.2% | +15.8% | -103.0% | -83.6% |
| 1Y | -91.7% | +20.0% | -111.7% | -87.2% |
| All | -91.7% | +20.5% | -112.2% | -87.2% |
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