-91.6%
AMIX vs PRU
+19.8%
-111.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.8% |
| 7D | -16.0% | +2.4% | -18.4% | -16.6% |
| 30D | -55.4% | +6.1% | -61.5% | -56.3% |
| 3M | -87.5% | -0.7% | -86.8% | -87.4% |
| 6M | -81.2% | +22.1% | -103.3% | -80.4% |
| YTD | -86.8% | +9.8% | -96.6% | -88.0% |
| 1Y | -91.6% | +19.4% | -110.9% | -81.8% |
| All | -91.6% | +19.8% | -111.4% | -81.8% |
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