-99.9%
AMIX vs NDAQ
+90.5%
-190.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -16.0% | +0.8% | -16.9% | -16.2% |
| 30D | -55.4% | +16.5% | -71.9% | -56.9% |
| 3M | -87.5% | +13.5% | -101.0% | -87.9% |
| 6M | -81.2% | +20.9% | -102.1% | -82.5% |
| YTD | -86.8% | +11.4% | -98.2% | -87.4% |
| 1Y | -91.6% | +25.9% | -117.5% | -92.5% |
| All | -99.9% | +90.5% | -190.4% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling