-99.9%
AMIX vs PRU
+32.2%
-132.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.3% | -2.3% | -3.8% |
| 7D | -25.5% | +4.8% | -30.3% | -27.5% |
| 30D | -56.2% | +7.9% | -64.1% | -58.1% |
| 3M | -87.4% | +3.1% | -90.5% | -87.7% |
| 6M | -80.9% | +25.2% | -106.1% | -82.7% |
| YTD | -86.8% | +12.7% | -99.6% | -87.6% |
| 1Y | -91.3% | +23.5% | -114.8% | -92.2% |
| All | -99.9% | +32.2% | -132.1% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling