-99.9%
AMIX vs IDXX
+34.5%
-134.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +1.0% |
| 7D | -9.9% | +4.2% | -14.0% | -10.5% |
| 30D | -52.8% | +33.1% | -85.9% | -55.4% |
| 3M | -80.0% | +24.2% | -104.2% | -80.9% |
| 6M | -80.2% | +33.2% | -113.4% | -80.5% |
| YTD | -88.1% | +4.1% | -92.2% | -89.2% |
| 1Y | -91.1% | +0.4% | -91.5% | -91.9% |
| All | -99.9% | +34.5% | -134.4% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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