-91.6%
AMIX vs NTR
+36.7%
-128.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.0% | -7.0% | -4.2% |
| 7D | -25.1% | +4.3% | -29.5% | -26.1% |
| 30D | -54.5% | +2.6% | -57.1% | -54.8% |
| 3M | -91.7% | +8.5% | -100.3% | -92.1% |
| 6M | -79.4% | -3.3% | -76.1% | -81.0% |
| YTD | -86.1% | +19.6% | -105.7% | -85.3% |
| 1Y | -91.6% | +37.6% | -129.2% | -85.3% |
| All | -91.6% | +36.7% | -128.3% | -85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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