-91.7%
AMIX vs EIX
+9.6%
-101.3%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.5% | -19.5% | -20.1% |
| 7D | -8.1% | -2.5% | -5.5% | -9.0% |
| 30D | -52.3% | +7.7% | -60.0% | -51.0% |
| 3M | -83.8% | -12.9% | -70.9% | -84.6% |
| 6M | -79.0% | -12.7% | -66.3% | -80.9% |
| YTD | -87.2% | +5.5% | -92.6% | -86.9% |
| 1Y | -91.7% | +9.4% | -101.1% | -90.8% |
| All | -91.7% | +9.6% | -101.3% | -90.8% |
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