-81.7%
AMIX vs PSLV
+57.7%
-139.4%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -0.9% |
| 7D | +1.6% | +3.3% | -1.8% | +0.6% |
| 30D | -50.8% | +2.1% | -52.9% | -51.2% |
| 3M | -46.3% | +7.1% | -53.4% | -48.8% |
| 6M | -49.9% | -21.6% | -28.3% | -50.8% |
| YTD | -60.4% | -6.7% | -53.7% | -61.8% |
| 1Y | -81.7% | +59.3% | -141.0% | -82.8% |
| All | -81.7% | +57.7% | -139.4% | -82.8% |
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