-99.8%
AMIX vs PSLV
+170.6%
-270.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.3% | +1.3% | -3.3% |
| 7D | -6.3% | -4.9% | -1.4% | -5.6% |
| 30D | -51.9% | -1.9% | -50.0% | -51.8% |
| 3M | -44.9% | +4.2% | -49.1% | -45.9% |
| 6M | -47.9% | -27.6% | -20.3% | -49.4% |
| YTD | -62.0% | -11.7% | -50.4% | -60.9% |
| 1Y | -82.0% | +49.3% | -131.3% | -78.0% |
| All | -99.8% | +170.6% | -270.4% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling