-91.6%
AMIX vs PSLV
+7.9%
-99.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.0% | -9.0% | -5.0% |
| 7D | -25.1% | -2.6% | -22.5% | -24.4% |
| 30D | -54.5% | -14.2% | -40.4% | -52.2% |
| 3M | -91.7% | -12.2% | -79.5% | -91.5% |
| 6M | -79.4% | -28.1% | -51.4% | -78.5% |
| YTD | -86.1% | -28.2% | -57.9% | -85.1% |
| 1Y | -91.6% | +9.1% | -100.7% | -87.3% |
| All | -91.6% | +7.9% | -99.4% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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