-99.9%
AMIX vs PHM
+27.0%
-126.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -3.9% | +12.7% | +9.8% |
| 7D | +11.4% | +2.9% | +8.5% | +10.4% |
| 30D | -40.5% | +16.5% | -57.0% | -43.4% |
| 3M | -80.1% | +0.6% | -80.7% | -80.1% |
| 6M | -74.8% | +11.6% | -86.4% | -75.2% |
| YTD | -84.0% | +12.1% | -96.1% | -84.2% |
| 1Y | -89.7% | +9.6% | -99.3% | -89.9% |
| All | -99.9% | +27.0% | -126.9% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling