-99.9%
AMIX vs ENB
+57.1%
-157.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.6% |
| 7D | -9.9% | +3.1% | -13.0% | -7.3% |
| 30D | -52.8% | +2.1% | -54.9% | -51.8% |
| 3M | -80.0% | -4.4% | -75.6% | -80.9% |
| 6M | -80.2% | -10.1% | -70.2% | -82.2% |
| YTD | -88.1% | +5.2% | -93.3% | -89.0% |
| 1Y | -91.1% | +4.2% | -95.3% | -91.7% |
| All | -99.9% | +57.1% | -157.0% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling