-81.4%
AMIX vs PNC
+22.9%
-104.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | -3.4% | +2.3% | -5.7% | -4.3% |
| 30D | -54.4% | -3.8% | -50.6% | -53.6% |
| 3M | -45.7% | +7.8% | -53.5% | -41.8% |
| 6M | -49.2% | +19.7% | -68.9% | -41.7% |
| YTD | -60.3% | +19.1% | -79.5% | -51.1% |
| 1Y | -81.4% | +23.1% | -104.5% | -75.2% |
| All | -81.4% | +22.9% | -104.2% | -75.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling