-91.6%
AMIX vs SNY
+2.7%
-94.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.7% | -7.7% | -0.1% |
| 7D | -25.1% | +12.4% | -37.5% | -19.4% |
| 30D | -54.5% | +20.1% | -74.7% | -49.3% |
| 3M | -91.7% | +11.2% | -103.0% | -91.1% |
| 6M | -79.4% | +9.5% | -88.9% | -77.6% |
| YTD | -86.1% | +3.4% | -89.5% | -84.5% |
| 1Y | -91.6% | +2.0% | -93.6% | -90.6% |
| All | -91.6% | +2.7% | -94.3% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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