-99.8%
AMIX vs IVZ
+129.4%
-229.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.6% |
| 7D | -13.7% | +0.6% | -14.4% | -14.0% |
| 30D | -62.1% | +4.0% | -66.1% | -62.9% |
| 3M | -46.2% | +18.2% | -64.3% | -48.4% |
| 6M | -46.4% | +32.8% | -79.3% | -49.8% |
| YTD | -60.3% | +28.7% | -89.0% | -62.6% |
| 1Y | -79.7% | +55.4% | -135.0% | -81.5% |
| All | -99.8% | +129.4% | -229.2% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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