-99.9%
AMIX vs ELV
-6.9%
-93.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | 0.0% | -20.0% | -20.0% |
| 7D | -8.1% | -1.1% | -7.0% | -8.5% |
| 30D | -52.3% | +1.8% | -54.0% | -51.9% |
| 3M | -83.8% | +10.5% | -94.3% | -83.0% |
| 6M | -79.0% | +13.5% | -92.4% | -77.3% |
| YTD | -87.2% | +24.3% | -111.5% | -86.0% |
| 1Y | -91.7% | +38.9% | -130.6% | -90.7% |
| All | -99.9% | -6.9% | -93.0% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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