-91.1%
AMIX vs FTV
+31.1%
-122.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -9.9% | +3.9% | -13.8% | -11.0% |
| 30D | -52.8% | +18.7% | -71.4% | -55.4% |
| 3M | -80.0% | +10.0% | -90.0% | -80.6% |
| 6M | -80.2% | +14.6% | -94.8% | -81.8% |
| YTD | -88.1% | +23.4% | -111.6% | -88.8% |
| 1Y | -91.1% | +31.3% | -122.4% | -89.0% |
| All | -91.1% | +31.1% | -122.1% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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