-99.9%
AMIX vs HAS
+165.9%
-265.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.7% | +8.1% | +8.9% |
| 7D | +11.4% | +3.3% | +8.2% | +11.9% |
| 30D | -40.5% | +30.5% | -71.1% | -38.1% |
| 3M | -80.1% | +29.9% | -110.0% | -79.3% |
| 6M | -74.8% | +26.5% | -101.4% | -73.8% |
| YTD | -84.0% | +51.9% | -135.9% | -83.0% |
| 1Y | -89.7% | +60.9% | -150.6% | -89.0% |
| All | -99.9% | +165.9% | -265.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling