-97.7%
AMIX vs PLTD
-75.6%
-22.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +9.5% | -15.1% | +10.4% |
| 7D | -25.5% | +25.1% | -50.5% | +10.8% |
| 30D | -56.2% | +21.0% | -77.2% | -39.5% |
| 3M | -87.4% | -2.9% | -84.5% | -89.3% |
| 6M | -80.9% | -27.8% | -53.1% | -84.2% |
| YTD | -86.8% | -12.6% | -74.2% | -88.9% |
| 1Y | -91.3% | -9.8% | -81.5% | -92.7% |
| All | -97.7% | -75.6% | -22.1% | -98.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling