-89.7%
AMIX vs PNC
+29.7%
-119.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +8.8% |
| 7D | +11.4% | +0.8% | +10.6% | +11.1% |
| 30D | -40.5% | +6.5% | -47.0% | -42.1% |
| 3M | -80.1% | -7.3% | -72.8% | -79.4% |
| 6M | -74.8% | +8.5% | -83.3% | -71.4% |
| YTD | -84.0% | +14.5% | -98.4% | -76.0% |
| 1Y | -89.7% | +29.1% | -118.8% | -67.5% |
| All | -89.7% | +29.7% | -119.4% | -67.5% |
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