-99.9%
AMIX vs NDAQ
+95.6%
-195.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.4% | +7.4% | +8.5% |
| 7D | +11.4% | +2.9% | +8.6% | +10.9% |
| 30D | -40.5% | +17.5% | -58.0% | -42.5% |
| 3M | -80.1% | +15.4% | -95.5% | -80.7% |
| 6M | -74.8% | +24.6% | -99.4% | -76.7% |
| YTD | -84.0% | +14.4% | -98.4% | -84.7% |
| 1Y | -89.7% | +26.9% | -116.6% | -90.7% |
| All | -99.9% | +95.6% | -195.6% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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