-89.7%
AMIX vs PEG
-7.0%
-82.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.5% | +9.3% | +8.5% |
| 7D | +11.4% | +2.6% | +8.9% | +13.0% |
| 30D | -40.5% | +3.3% | -43.8% | -39.2% |
| 3M | -80.1% | +1.1% | -81.2% | -80.0% |
| 6M | -74.8% | -1.4% | -73.4% | -76.2% |
| YTD | -84.0% | -4.6% | -79.4% | -85.3% |
| 1Y | -89.7% | -7.2% | -82.5% | -89.2% |
| All | -89.7% | -7.0% | -82.7% | -89.2% |
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