-91.6%
AMIX vs INVH
+1.1%
-92.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.6% | -6.7% | -2.6% |
| 7D | -25.1% | +3.1% | -28.2% | -24.8% |
| 30D | -54.5% | +5.8% | -60.3% | -54.2% |
| 3M | -91.7% | -8.5% | -83.2% | -91.8% |
| 6M | -79.4% | -1.3% | -78.1% | -79.5% |
| YTD | -86.1% | +2.6% | -88.6% | -85.9% |
| 1Y | -91.6% | +0.7% | -92.3% | -90.5% |
| All | -91.6% | +1.1% | -92.6% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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