-89.7%
AMIX vs ETR
+17.8%
-107.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.1% | +8.9% | +8.8% |
| 7D | +11.4% | +2.6% | +8.9% | +10.8% |
| 30D | -40.5% | +8.7% | -49.2% | -41.8% |
| 3M | -80.1% | +6.4% | -86.5% | -80.4% |
| 6M | -74.8% | +0.7% | -75.5% | -75.5% |
| YTD | -84.0% | +23.0% | -107.0% | -88.3% |
| 1Y | -89.7% | +17.9% | -107.6% | -90.6% |
| All | -89.7% | +17.8% | -107.5% | -90.6% |
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