-99.9%
AMIX vs INDA
+2.8%
-102.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -2.1% |
| 7D | -16.0% | +6.6% | -22.7% | -22.8% |
| 30D | -55.4% | +10.4% | -65.8% | -60.9% |
| 3M | -87.5% | +1.5% | -89.0% | -87.7% |
| 6M | -81.2% | +1.7% | -82.9% | -81.4% |
| YTD | -86.8% | -5.8% | -81.0% | -86.2% |
| 1Y | -91.6% | -5.1% | -86.5% | -91.2% |
| All | -99.9% | +2.8% | -102.8% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling