-79.0%
AMIX vs ETR
+0.1%
-79.1%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.3% | -20.3% | -20.1% |
| 7D | -8.1% | +0.1% | -8.2% | -8.1% |
| 30D | -52.3% | +7.7% | -60.0% | -53.6% |
| 3M | -83.8% | +5.7% | -89.5% | -83.9% |
| 6M | -79.0% | -0.3% | -78.7% | -80.1% |
| All | -79.0% | +0.1% | -79.1% | -80.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling