-99.9%
AMIX vs ENB
+52.3%
-152.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | -2.4% |
| 7D | -16.0% | -5.2% | -10.8% | -20.4% |
| 30D | -55.4% | +2.2% | -57.6% | -54.3% |
| 3M | -87.5% | -8.1% | -79.5% | -88.5% |
| 6M | -81.2% | -11.2% | -70.0% | -83.5% |
| YTD | -86.8% | +2.0% | -88.8% | -88.2% |
| 1Y | -91.6% | +4.1% | -95.6% | -92.4% |
| All | -99.9% | +52.3% | -152.3% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling