-99.9%
AMIX vs IVZ
+100.5%
-200.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +6.8% | +5.1% | +7.9% |
| 7D | +1.2% | +4.1% | -2.9% | -1.2% |
| 30D | -45.3% | -2.0% | -43.3% | -44.7% |
| 3M | -83.1% | -7.8% | -75.2% | -82.3% |
| 6M | -76.9% | +6.3% | -83.2% | -76.2% |
| YTD | -85.3% | +12.6% | -97.8% | -85.0% |
| 1Y | -89.8% | +27.6% | -117.5% | -89.9% |
| All | -99.9% | +100.5% | -200.4% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling