-99.9%
AMIX vs NTR
+53.7%
-153.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -9.9% | -0.3% | -9.5% | -9.7% |
| 30D | -52.8% | +2.0% | -54.7% | -53.0% |
| 3M | -80.0% | +6.4% | -86.4% | -80.6% |
| 6M | -80.2% | +1.6% | -81.8% | -80.8% |
| YTD | -88.1% | +18.2% | -106.4% | -88.7% |
| 1Y | -91.1% | +23.9% | -115.0% | -91.6% |
| All | -99.9% | +53.7% | -153.7% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling