-99.8%
AMIX vs IDXX
-1.6%
-98.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | +1.6% | -4.4% | +6.0% | +2.7% |
| 30D | -50.8% | -13.5% | -37.3% | -48.9% |
| 3M | -46.3% | -11.0% | -35.3% | -44.7% |
| 6M | -49.9% | -15.6% | -34.2% | -49.4% |
| YTD | -60.4% | -23.9% | -36.6% | -61.5% |
| 1Y | -81.7% | -21.4% | -60.3% | -81.9% |
| All | -99.8% | -1.6% | -98.2% | -99.7% |
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