-89.7%
AMIX vs IVZ
+25.3%
-115.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.1% | +9.0% | +9.0% |
| 7D | +11.4% | +2.2% | +9.3% | +8.1% |
| 30D | -40.5% | -2.2% | -38.3% | -39.3% |
| 3M | -80.1% | -8.4% | -71.7% | -78.1% |
| 6M | -74.8% | +6.2% | -81.0% | -71.8% |
| YTD | -84.0% | +12.4% | -96.4% | -80.8% |
| 1Y | -89.7% | +26.0% | -115.7% | -82.0% |
| All | -89.7% | +25.3% | -115.0% | -82.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling