-79.7%
AMIX vs PTC
-33.3%
-46.4%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.0% | +4.1% | +2.0% |
| 7D | -13.7% | -10.3% | -3.5% | -7.5% |
| 30D | -62.1% | +1.1% | -63.2% | -63.6% |
| 3M | -46.2% | +1.6% | -47.8% | -47.7% |
| 6M | -46.4% | -13.5% | -33.0% | -48.3% |
| YTD | -60.3% | -19.1% | -41.2% | -63.6% |
| 1Y | -79.7% | -33.9% | -45.8% | -80.1% |
| All | -79.7% | -33.3% | -46.4% | -80.1% |
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