-89.6%
AMIX vs ENB
+3.5%
-93.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.8% | +8.1% | +10.4% |
| 7D | +11.4% | -2.4% | +13.9% | +4.8% |
| 30D | -40.5% | +2.5% | -43.0% | -37.4% |
| 3M | -80.1% | -5.8% | -74.3% | -82.9% |
| 6M | -74.8% | -8.5% | -66.3% | -81.3% |
| YTD | -84.0% | +3.9% | -87.9% | -87.2% |
| All | -89.6% | +3.5% | -93.1% | -91.8% |
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