-90.5%
AMIX vs PHM
+14.7%
-105.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.6% | +9.3% | +10.7% |
| 7D | +1.2% | +3.5% | -2.3% | -0.3% |
| 30D | -45.3% | +21.2% | -66.5% | -50.6% |
| 3M | -83.1% | +2.5% | -85.5% | -83.1% |
| 6M | -76.9% | +16.1% | -93.0% | -76.9% |
| YTD | -85.3% | +16.6% | -101.9% | -84.2% |
| All | -90.5% | +14.7% | -105.2% | -89.9% |
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 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