-80.9%
AMIX vs NSC
+6.3%
-87.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.3% | -1.3% | +2.1% |
| 7D | -25.5% | -3.8% | -21.7% | -20.4% |
| 30D | -56.2% | +4.1% | -60.3% | -60.9% |
| 3M | -87.4% | -3.3% | -84.2% | -86.6% |
| 6M | -80.9% | +5.9% | -86.8% | -79.1% |
| All | -80.9% | +6.3% | -87.2% | -79.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling