-80.4%
AMIX vs SCHG
+1.1%
-81.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.3% | -8.2% | -6.9% |
| 7D | -10.9% | +4.6% | -15.5% | -32.5% |
| 30D | -55.0% | -6.2% | -48.8% | -36.3% |
| 3M | -82.0% | -3.5% | -78.5% | -82.2% |
| 6M | -80.4% | +0.9% | -81.4% | -81.2% |
| All | -80.4% | +1.1% | -81.5% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 6mo: compounded portfolio wealth divided by compounded SCHG 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…
6mo analysis · Full analysis span regression · 6 months rolling