-99.8%
AMIX vs PNC
+77.5%
-177.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -13.7% | +1.4% | -15.1% | -14.3% |
| 30D | -62.1% | -3.8% | -58.2% | -61.3% |
| 3M | -46.2% | +9.0% | -55.2% | -46.9% |
| 6M | -46.4% | +16.6% | -63.1% | -48.1% |
| YTD | -60.3% | +20.4% | -80.7% | -62.0% |
| 1Y | -79.7% | +22.3% | -102.0% | -80.4% |
| All | -99.8% | +77.5% | -177.3% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling