-99.8%
AMIX vs NTR
+72.8%
-172.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.7% |
| 7D | -3.4% | +3.8% | -7.2% | -4.5% |
| 30D | -54.4% | +25.2% | -79.6% | -58.0% |
| 3M | -45.7% | +21.0% | -66.8% | -49.2% |
| 6M | -49.2% | +7.6% | -56.8% | -52.2% |
| YTD | -60.3% | +32.9% | -93.2% | -63.6% |
| 1Y | -81.4% | +43.1% | -124.4% | -83.1% |
| All | -99.8% | +72.8% | -172.6% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling