-91.1%
AMIX vs IVZ
+22.9%
-113.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.2% | -1.7% |
| 7D | -9.9% | +7.6% | -17.5% | -16.8% |
| 30D | -52.8% | +4.3% | -57.1% | -55.3% |
| 3M | -80.0% | -9.3% | -70.7% | -77.6% |
| 6M | -80.2% | +5.2% | -85.5% | -78.0% |
| YTD | -88.1% | +13.4% | -101.6% | -85.4% |
| 1Y | -91.1% | +25.4% | -116.4% | -83.5% |
| All | -91.1% | +22.9% | -113.9% | -83.5% |
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