-99.9%
AMIX vs FHN
+75.1%
-175.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.1% | -19.9% | -19.9% |
| 7D | -8.1% | -0.9% | -7.2% | -7.7% |
| 30D | -52.3% | +2.0% | -54.3% | -52.6% |
| 3M | -83.8% | -6.8% | -76.9% | -83.3% |
| 6M | -79.0% | -0.8% | -78.2% | -78.6% |
| YTD | -87.2% | +0.6% | -87.8% | -87.0% |
| 1Y | -91.7% | +11.5% | -103.2% | -91.8% |
| All | -99.9% | +75.1% | -175.0% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 10y: compounded portfolio wealth divided by compounded FHN 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…
10y analysis · Full analysis span regression · 6 months rolling