-79.7%
AMIX vs PNC
+23.0%
-102.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -13.7% | +1.4% | -15.1% | -14.1% |
| 30D | -62.1% | -3.8% | -58.2% | -61.5% |
| 3M | -46.2% | +9.0% | -55.2% | -42.4% |
| 6M | -46.4% | +16.6% | -63.1% | -40.6% |
| YTD | -60.3% | +20.4% | -80.7% | -51.0% |
| 1Y | -79.7% | +22.3% | -102.0% | -74.0% |
| All | -79.7% | +23.0% | -102.7% | -74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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