-91.1%
AMIX vs NSC
+16.6%
-107.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +2.3% |
| 7D | -9.9% | +2.5% | -12.4% | -11.6% |
| 30D | -52.8% | +1.7% | -54.5% | -53.7% |
| 3M | -80.0% | -2.6% | -77.5% | -79.7% |
| 6M | -80.2% | +6.4% | -86.7% | -78.9% |
| YTD | -88.1% | +15.5% | -103.6% | -86.4% |
| 1Y | -91.1% | +17.6% | -108.7% | -88.0% |
| All | -91.1% | +16.6% | -107.6% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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