-89.7%
AMIX vs NSC
+17.7%
-107.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.6% | +8.2% | +8.3% |
| 7D | +11.4% | -3.4% | +14.9% | +14.6% |
| 30D | -40.5% | +3.6% | -44.1% | -42.6% |
| 3M | -80.1% | -1.4% | -78.7% | -80.0% |
| 6M | -74.8% | +6.0% | -80.8% | -73.2% |
| YTD | -84.0% | +15.5% | -99.5% | -81.9% |
| 1Y | -89.7% | +16.2% | -105.9% | -87.7% |
| All | -89.7% | +17.7% | -107.4% | -87.7% |
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