-91.6%
AMIX vs EFX
-7.5%
-84.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.4% | -5.4% | -4.2% |
| 7D | -25.1% | +9.2% | -34.3% | -28.8% |
| 30D | -54.5% | +34.8% | -89.3% | -62.2% |
| 3M | -91.7% | +8.8% | -100.6% | -92.2% |
| 6M | -79.4% | +12.3% | -91.7% | -80.5% |
| YTD | -86.1% | -10.6% | -75.4% | -86.6% |
| 1Y | -91.6% | -6.7% | -84.8% | -90.9% |
| All | -91.6% | -7.5% | -84.0% | -90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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