-89.7%
AMIX vs PNR
-34.5%
-55.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.8% | +9.6% | +9.4% |
| 7D | +11.4% | -0.1% | +11.6% | +11.6% |
| 30D | -40.5% | +33.4% | -73.9% | -53.6% |
| 3M | -80.1% | +4.9% | -84.9% | -80.2% |
| 6M | -74.8% | -8.5% | -66.3% | -75.0% |
| YTD | -84.0% | -32.1% | -51.8% | -86.2% |
| 1Y | -89.7% | -35.0% | -54.7% | -92.4% |
| All | -89.7% | -34.5% | -55.2% | -92.4% |
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