-99.9%
AMIX vs IBB
+62.2%
-162.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.4% | -20.4% | -20.4% |
| 7D | -8.1% | -1.4% | -6.7% | -6.8% |
| 30D | -52.3% | +6.8% | -59.1% | -55.6% |
| 3M | -83.8% | +9.2% | -93.0% | -85.3% |
| 6M | -79.0% | +28.3% | -107.3% | -83.0% |
| YTD | -87.2% | +29.4% | -116.6% | -89.7% |
| 1Y | -91.7% | +33.2% | -124.9% | -93.4% |
| All | -99.9% | +62.2% | -162.1% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling