-99.9%
AMIX vs PNC
+69.5%
-169.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.8% |
| 7D | -9.9% | +3.1% | -12.9% | -11.1% |
| 30D | -52.8% | +7.6% | -60.4% | -54.4% |
| 3M | -80.0% | -8.1% | -71.9% | -79.2% |
| 6M | -80.2% | +12.6% | -92.8% | -80.5% |
| YTD | -88.1% | +15.0% | -103.1% | -88.4% |
| 1Y | -91.1% | +30.4% | -121.5% | -91.7% |
| All | -99.9% | +69.5% | -169.4% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling