-99.9%
AMIX vs HBM
+269.6%
-369.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.5% |
| 7D | -16.0% | -3.6% | -12.4% | -15.1% |
| 30D | -55.4% | -19.2% | -36.3% | -52.5% |
| 3M | -87.5% | -20.5% | -67.0% | -86.7% |
| 6M | -81.2% | -12.8% | -68.4% | -80.4% |
| YTD | -86.8% | +5.4% | -92.3% | -85.9% |
| 1Y | -91.6% | +33.0% | -124.5% | -90.7% |
| All | -99.9% | +269.6% | -369.5% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling