-99.8%
AMIX vs IBB
+57.5%
-157.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.0% |
| 7D | -13.7% | +1.4% | -15.1% | -15.1% |
| 30D | -62.1% | +10.5% | -72.6% | -66.1% |
| 3M | -46.2% | +23.6% | -69.8% | -54.6% |
| 6M | -46.4% | +22.6% | -69.1% | -54.8% |
| YTD | -60.3% | +25.7% | -85.9% | -66.8% |
| 1Y | -79.7% | +51.4% | -131.0% | -83.7% |
| All | -99.8% | +57.5% | -157.3% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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