-99.8%
AMIX vs PSLV
+179.0%
-278.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | -3.4% | +2.7% | -6.0% | -3.7% |
| 30D | -54.4% | +3.5% | -57.8% | -54.7% |
| 3M | -45.7% | +0.3% | -46.0% | -47.1% |
| 6M | -49.2% | -21.0% | -28.1% | -50.7% |
| YTD | -60.3% | -8.9% | -51.4% | -59.3% |
| 1Y | -81.4% | +54.0% | -135.3% | -77.3% |
| All | -99.8% | +179.0% | -278.8% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling