-91.1%
AMIX vs PTC
+10.7%
-101.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -9.9% | +0.5% | -10.3% | -9.9% |
| 30D | -52.8% | +1.2% | -54.0% | -52.9% |
| 3M | -80.0% | +27.4% | -107.4% | -81.0% |
| 6M | -80.2% | +39.2% | -119.4% | -82.7% |
| YTD | -88.1% | +12.5% | -100.6% | -92.2% |
| 1Y | -91.1% | +12.3% | -103.3% | -94.0% |
| All | -91.1% | +10.7% | -101.8% | -94.0% |
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