-99.9%
AMIX vs GEN
+31.8%
-131.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.7% | +8.1% | +8.7% |
| 7D | +11.4% | +1.0% | +10.4% | +11.2% |
| 30D | -40.5% | +29.1% | -69.6% | -44.5% |
| 3M | -80.1% | +2.9% | -83.0% | -80.4% |
| 6M | -74.8% | +33.6% | -108.4% | -77.2% |
| YTD | -84.0% | +12.0% | -96.0% | -84.6% |
| 1Y | -89.7% | +16.2% | -105.9% | -90.3% |
| All | -99.9% | +31.8% | -131.7% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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