-79.7%
AMIX vs PLTD
-33.9%
-45.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.6% | -6.6% | +14.5% |
| 7D | -13.7% | +5.9% | -19.7% | +2.7% |
| 30D | -62.1% | -11.6% | -50.5% | -83.7% |
| 3M | -46.2% | -29.9% | -16.2% | -78.5% |
| 6M | -46.4% | -28.5% | -17.9% | -78.3% |
| YTD | -60.3% | -20.4% | -39.9% | -83.4% |
| 1Y | -79.7% | -33.3% | -46.4% | -89.7% |
| All | -79.7% | -33.9% | -45.7% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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