-91.6%
AMIX vs IVZ
+19.4%
-110.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -16.0% | -2.4% | -13.6% | -14.4% |
| 30D | -55.4% | -11.2% | -44.2% | -49.0% |
| 3M | -87.5% | -14.0% | -73.5% | -85.2% |
| 6M | -81.2% | +0.5% | -81.7% | -77.3% |
| YTD | -86.8% | +5.4% | -92.3% | -83.1% |
| 1Y | -91.6% | +19.5% | -111.0% | -83.2% |
| All | -91.6% | +19.4% | -110.9% | -83.2% |
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