-99.8%
AMIX vs PNR
-16.6%
-83.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +1.3% |
| 7D | -3.4% | -3.0% | -0.3% | -1.6% |
| 30D | -54.4% | -14.9% | -39.5% | -49.7% |
| 3M | -45.7% | -19.0% | -26.7% | -39.9% |
| 6M | -49.2% | -35.9% | -13.2% | -41.8% |
| YTD | -60.3% | -43.1% | -17.2% | -53.8% |
| 1Y | -81.4% | -46.4% | -35.0% | -77.9% |
| All | -99.8% | -16.6% | -83.2% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling