-79.7%
AMIX vs ETR
+23.8%
-103.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | -13.7% | +1.4% | -15.2% | -14.0% |
| 30D | -62.1% | +1.0% | -63.0% | -62.1% |
| 3M | -46.2% | -1.3% | -44.9% | -47.1% |
| 6M | -46.4% | +1.9% | -48.3% | -47.6% |
| YTD | -60.3% | +18.2% | -78.4% | -67.3% |
| 1Y | -79.7% | +24.7% | -104.3% | -81.1% |
| All | -79.7% | +23.8% | -103.5% | -81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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