-91.6%
AMIX vs PLUG
-44.1%
-47.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.5% | -6.6% | -4.2% |
| 7D | -25.1% | +2.8% | -27.9% | -25.8% |
| 30D | -54.5% | -22.8% | -31.8% | -50.4% |
| 3M | -91.7% | -32.4% | -59.3% | -90.6% |
| 6M | -79.4% | -53.4% | -26.1% | -75.6% |
| YTD | -86.1% | -25.9% | -60.2% | -83.0% |
| 1Y | -91.6% | -42.1% | -49.5% | -90.5% |
| All | -91.6% | -44.1% | -47.5% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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