-99.8%
AMIX vs GEN
+34.6%
-134.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.2% | -1.2% |
| 7D | -13.7% | -1.2% | -12.5% | -13.4% |
| 30D | -62.1% | +10.1% | -72.2% | -63.5% |
| 3M | -46.2% | +16.1% | -62.2% | -48.8% |
| 6M | -46.4% | +38.9% | -85.3% | -52.1% |
| YTD | -60.3% | +14.4% | -74.7% | -62.1% |
| 1Y | -79.7% | +5.9% | -85.5% | -80.0% |
| All | -99.8% | +34.6% | -134.4% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling