-99.9%
AMIX vs INDA
+4.5%
-104.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.6% | +8.2% | +8.1% |
| 7D | +11.4% | +6.2% | +5.2% | +3.4% |
| 30D | -40.5% | +12.4% | -52.9% | -48.9% |
| 3M | -80.1% | +3.2% | -83.2% | -80.7% |
| 6M | -74.8% | +3.8% | -78.6% | -75.6% |
| YTD | -84.0% | -4.3% | -79.7% | -83.5% |
| 1Y | -89.7% | -4.5% | -85.2% | -89.4% |
| All | -99.9% | +4.5% | -104.4% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling