-91.6%
AMIX vs PLUG
-45.5%
-46.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.4% | -7.4% | -2.7% |
| 7D | -16.0% | +5.8% | -21.9% | -17.9% |
| 30D | -55.4% | -18.5% | -36.9% | -52.1% |
| 3M | -87.5% | -30.0% | -57.6% | -85.9% |
| 6M | -81.2% | -56.2% | -25.0% | -77.4% |
| YTD | -86.8% | -26.4% | -60.4% | -84.0% |
| 1Y | -91.6% | -42.2% | -49.4% | -90.5% |
| All | -91.6% | -45.5% | -46.1% | -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