-91.6%
AMIX vs NSC
+16.2%
-107.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +2.1% |
| 7D | -16.0% | -6.6% | -9.4% | -11.6% |
| 30D | -55.4% | +2.2% | -57.6% | -56.7% |
| 3M | -87.5% | -6.2% | -81.3% | -86.9% |
| 6M | -81.2% | +1.7% | -82.9% | -79.7% |
| YTD | -86.8% | +12.2% | -99.1% | -84.8% |
| 1Y | -91.6% | +15.4% | -107.0% | -88.7% |
| All | -91.6% | +16.2% | -107.7% | -88.7% |
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