-46.4%
AMIX vs NSC
+4.7%
-51.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.7% |
| 7D | -13.7% | -5.5% | -8.2% | -5.1% |
| 30D | -62.1% | -3.2% | -58.9% | -59.9% |
| 3M | -46.2% | +7.7% | -53.8% | -43.1% |
| 6M | -46.4% | +4.5% | -50.9% | -42.8% |
| All | -46.4% | +4.7% | -51.1% | -42.8% |
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