-99.9%
AMIX vs HBM
+277.9%
-377.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.4% |
| 7D | -9.9% | +2.2% | -12.1% | -10.5% |
| 30D | -52.8% | -11.8% | -41.0% | -51.0% |
| 3M | -80.0% | -19.2% | -60.8% | -78.7% |
| 6M | -80.2% | -22.9% | -57.3% | -79.7% |
| YTD | -88.1% | +7.8% | -95.9% | -87.4% |
| 1Y | -91.1% | +34.9% | -126.0% | -90.2% |
| All | -99.9% | +277.9% | -377.8% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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