-79.7%
AMIX vs PHM
-6.9%
-72.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -2.0% |
| 7D | -13.7% | -3.2% | -10.5% | -12.1% |
| 30D | -62.1% | -6.4% | -55.6% | -60.5% |
| 3M | -46.2% | +5.5% | -51.7% | -43.8% |
| 6M | -46.4% | -5.4% | -41.0% | -47.2% |
| YTD | -60.3% | +6.6% | -66.8% | -57.4% |
| 1Y | -79.7% | -8.8% | -70.8% | -77.1% |
| All | -79.7% | -6.9% | -72.7% | -77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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