-91.6%
AMIX vs ENB
+9.4%
-101.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -3.7% |
| 7D | -25.1% | +0.5% | -25.6% | -24.2% |
| 30D | -54.5% | +6.0% | -60.5% | -47.9% |
| 3M | -91.7% | -7.4% | -84.3% | -93.7% |
| 6M | -79.4% | -8.5% | -71.0% | -84.1% |
| YTD | -86.1% | +6.1% | -92.2% | -88.1% |
| 1Y | -91.6% | +9.4% | -101.0% | -92.1% |
| All | -91.6% | +9.4% | -101.0% | -92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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