-91.6%
AMIX vs PTC
+5.5%
-97.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -16.0% | -0.2% | -15.8% | -16.0% |
| 30D | -55.4% | +0.8% | -56.2% | -55.5% |
| 3M | -87.5% | +32.1% | -119.6% | -88.6% |
| 6M | -81.2% | +42.6% | -123.8% | -83.5% |
| YTD | -86.8% | +12.0% | -98.8% | -90.8% |
| 1Y | -91.6% | +12.2% | -103.7% | -93.9% |
| All | -91.6% | +5.5% | -97.1% | -93.9% |
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