-99.8%
AMIX vs EQX
+186.5%
-286.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | 0.0% |
| 7D | -3.4% | +3.8% | -7.2% | -4.1% |
| 30D | -54.4% | +9.4% | -63.8% | -55.1% |
| 3M | -45.7% | +16.8% | -62.6% | -49.0% |
| 6M | -49.2% | -23.7% | -25.5% | -52.2% |
| YTD | -60.3% | -9.6% | -50.7% | -62.5% |
| 1Y | -81.4% | +29.1% | -110.5% | -81.9% |
| All | -99.8% | +186.5% | -286.3% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling