-99.9%
AMIX vs HAS
+161.0%
-260.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.7% | -3.9% | -5.8% |
| 7D | -25.5% | 0.0% | -25.5% | -25.5% |
| 30D | -56.2% | +31.3% | -87.5% | -54.4% |
| 3M | -87.4% | +32.1% | -119.6% | -86.9% |
| 6M | -80.9% | +28.1% | -109.0% | -80.1% |
| YTD | -86.8% | +49.1% | -135.9% | -86.0% |
| 1Y | -91.3% | +60.5% | -151.9% | -90.7% |
| All | -99.9% | +161.0% | -260.9% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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