-91.6%
AMIX vs PEG
-6.5%
-85.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | -0.5% |
| 7D | -16.0% | -2.3% | -13.8% | -17.5% |
| 30D | -55.4% | +1.2% | -56.6% | -54.9% |
| 3M | -87.5% | -2.4% | -85.2% | -87.8% |
| 6M | -81.2% | -6.9% | -74.3% | -82.3% |
| YTD | -86.8% | -7.2% | -79.6% | -88.1% |
| 1Y | -91.6% | -8.9% | -82.7% | -91.8% |
| All | -91.6% | -6.5% | -85.1% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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