-81.7%
AMIX vs EQX
+29.7%
-111.4%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -1.0% |
| 7D | +1.6% | +1.7% | -0.2% | +0.7% |
| 30D | -50.8% | +11.1% | -61.9% | -53.2% |
| 3M | -46.3% | +23.1% | -69.4% | -54.9% |
| 6M | -49.9% | -21.8% | -28.0% | -55.4% |
| YTD | -60.4% | -8.1% | -52.3% | -65.8% |
| 1Y | -81.7% | +29.7% | -111.4% | -83.9% |
| All | -81.7% | +29.7% | -111.4% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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