-81.2%
AMIX vs INDA
+2.3%
-83.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -6.7% |
| 7D | -16.0% | +6.6% | -22.7% | -37.0% |
| 30D | -55.4% | +10.4% | -65.8% | -72.8% |
| 3M | -87.5% | +1.5% | -89.0% | -87.2% |
| 6M | -81.2% | +1.7% | -82.9% | -78.2% |
| All | -81.2% | +2.3% | -83.5% | -78.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling