-91.6%
AMIX vs PFG
+46.8%
-138.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.1% | -7.1% | -1.9% |
| 7D | -25.1% | +4.9% | -30.0% | -24.1% |
| 30D | -54.5% | +5.7% | -60.2% | -53.8% |
| 3M | -91.7% | +2.6% | -94.3% | -91.7% |
| 6M | -79.4% | +19.8% | -99.2% | -77.8% |
| YTD | -86.1% | +36.3% | -122.3% | -81.3% |
| 1Y | -91.6% | +47.9% | -139.4% | -79.4% |
| All | -91.6% | +46.8% | -138.4% | -79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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