-99.9%
AMIX vs EQX
+134.4%
-234.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -4.3% | -4.2% | -7.6% |
| 7D | -10.9% | -8.3% | -2.5% | -9.2% |
| 30D | -55.0% | -4.7% | -50.3% | -54.6% |
| 3M | -82.0% | -10.1% | -71.9% | -81.6% |
| 6M | -80.4% | -29.9% | -50.5% | -81.0% |
| YTD | -88.3% | -26.0% | -62.2% | -88.5% |
| 1Y | -92.4% | -21.0% | -71.4% | -92.5% |
| All | -99.9% | +134.4% | -234.3% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling