-99.9%
AMIX vs EIX
+4.2%
-104.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.6% |
| 7D | -25.5% | +2.5% | -28.0% | -25.5% |
| 30D | -56.2% | +14.1% | -70.3% | -56.2% |
| 3M | -87.4% | -9.4% | -78.0% | -87.4% |
| 6M | -80.9% | -9.1% | -71.8% | -81.3% |
| YTD | -86.8% | +7.1% | -94.0% | -87.7% |
| 1Y | -91.3% | +13.3% | -104.6% | -92.0% |
| All | -99.9% | +4.2% | -104.1% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling