-99.9%
AMIX vs GEN
+30.8%
-130.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.6% |
| 7D | -16.0% | +2.3% | -18.3% | -16.5% |
| 30D | -55.4% | +33.1% | -88.5% | -58.8% |
| 3M | -87.5% | +6.5% | -94.0% | -87.9% |
| 6M | -81.2% | +53.8% | -135.0% | -83.9% |
| YTD | -86.8% | +11.2% | -98.1% | -87.3% |
| 1Y | -91.6% | +19.4% | -111.0% | -92.2% |
| All | -99.9% | +30.8% | -130.8% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling