-91.6%
AMIX vs PTC
+0.1%
-91.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.1% |
| 7D | -25.1% | +0.1% | -25.2% | -25.1% |
| 30D | -54.5% | +1.5% | -56.0% | -54.7% |
| 3M | -91.7% | +37.8% | -129.5% | -92.6% |
| 6M | -79.4% | +41.2% | -120.7% | -81.9% |
| YTD | -86.1% | +12.0% | -98.1% | -89.4% |
| 1Y | -91.6% | +1.6% | -93.2% | -94.5% |
| All | -91.6% | +0.1% | -91.6% | -94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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