-80.9%
AMIX vs PFG
+14.9%
-95.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.8% | -1.8% | -4.4% |
| 7D | -25.5% | -0.7% | -24.8% | -25.0% |
| 30D | -56.2% | +2.8% | -59.0% | -56.3% |
| 3M | -87.4% | -1.0% | -86.4% | -87.2% |
| 6M | -80.9% | +13.6% | -94.5% | -85.4% |
| All | -80.9% | +14.9% | -95.8% | -85.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling