-91.6%
AMIX vs EIX
+18.9%
-110.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.1% | -1.9% |
| 7D | -25.1% | +4.5% | -29.6% | -23.9% |
| 30D | -54.5% | +15.2% | -69.7% | -52.1% |
| 3M | -91.7% | -11.6% | -80.1% | -92.5% |
| 6M | -79.4% | -8.4% | -71.1% | -81.0% |
| YTD | -86.1% | +8.2% | -94.3% | -85.2% |
| 1Y | -91.6% | +16.6% | -108.2% | -88.9% |
| All | -91.6% | +18.9% | -110.5% | -88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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