-40.4%
AMIX vs INFQ
-4.1%
-36.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.3% | -6.5% | -2.4% |
| 7D | -3.4% | +7.6% | -11.0% | -6.0% |
| 30D | -54.4% | +14.7% | -69.1% | -57.0% |
| 3M | -45.7% | -7.8% | -38.0% | -46.4% |
| 6M | -49.2% | +28.0% | -77.2% | -51.2% |
| All | -40.4% | -4.1% | -36.3% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 1y: compounded portfolio wealth divided by compounded INFQ 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…
1y analysis · Full analysis span regression · 6 months rolling