-99.9%
AMIX vs PLUG
-60.5%
-39.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -7.5% | +1.9% | -4.9% |
| 7D | -25.5% | -4.9% | -20.6% | -25.1% |
| 30D | -56.2% | -27.4% | -28.8% | -54.9% |
| 3M | -87.4% | -35.7% | -51.7% | -86.9% |
| 6M | -80.9% | -59.3% | -21.6% | -79.8% |
| YTD | -86.8% | -31.5% | -55.4% | -86.2% |
| 1Y | -91.3% | -48.9% | -42.5% | -90.9% |
| All | -99.9% | -60.5% | -39.4% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling