-79.7%
AMIX vs PRU
+19.0%
-98.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -1.0% | -1.6% |
| 7D | -13.7% | +1.9% | -15.6% | -14.2% |
| 30D | -62.1% | +2.7% | -64.8% | -62.4% |
| 3M | -46.2% | +19.5% | -65.6% | -45.4% |
| 6M | -46.4% | +26.6% | -73.1% | -45.2% |
| YTD | -60.3% | +12.3% | -72.6% | -63.0% |
| 1Y | -79.7% | +18.0% | -97.7% | -78.7% |
| All | -79.7% | +19.0% | -98.7% | -78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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