-46.4%
AMIX vs PEG
-10.6%
-35.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -2.2% |
| 7D | -13.7% | +0.7% | -14.4% | -12.7% |
| 30D | -62.1% | -2.4% | -59.6% | -63.5% |
| 3M | -46.2% | -4.8% | -41.4% | -51.7% |
| 6M | -46.4% | -10.7% | -35.7% | -52.6% |
| All | -46.4% | -10.6% | -35.8% | -52.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling