-91.6%
AMIX vs PNR
-31.2%
-60.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.3% | -6.3% | -5.2% |
| 7D | -25.1% | +11.9% | -37.0% | -31.3% |
| 30D | -54.5% | +37.1% | -91.7% | -65.1% |
| 3M | -91.7% | +5.7% | -97.4% | -91.8% |
| 6M | -79.4% | -5.7% | -73.8% | -80.1% |
| YTD | -86.1% | -29.8% | -56.3% | -88.3% |
| 1Y | -91.6% | -31.8% | -59.8% | -93.6% |
| All | -91.6% | -31.2% | -60.4% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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