-79.7%
AMIX vs ENB
+7.5%
-87.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -4.1% |
| 7D | -13.7% | -0.2% | -13.5% | -14.2% |
| 30D | -62.1% | -2.2% | -59.8% | -64.1% |
| 3M | -46.2% | -10.5% | -35.7% | -56.1% |
| 6M | -46.4% | -5.1% | -41.4% | -54.3% |
| YTD | -60.3% | +9.0% | -69.2% | -62.2% |
| 1Y | -79.7% | +8.2% | -87.9% | -80.5% |
| All | -79.7% | +7.5% | -87.2% | -80.5% |
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