-99.9%
AMIX vs FE
+45.2%
-145.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -25.1% | +1.7% | -26.8% | -25.1% |
| 30D | -54.5% | +8.1% | -62.6% | -54.6% |
| 3M | -91.7% | -1.3% | -90.4% | -91.7% |
| 6M | -79.4% | +2.9% | -82.4% | -79.9% |
| YTD | -86.1% | +8.6% | -94.6% | -86.6% |
| 1Y | -91.6% | +6.3% | -97.9% | -91.8% |
| All | -99.9% | +45.2% | -145.1% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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