-82.1%
AMIX vs SNY
-4.5%
-77.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.3% |
| 7D | -4.8% | -3.3% | -1.5% | -6.0% |
| 30D | -42.0% | -2.2% | -39.9% | -42.2% |
| 3M | -46.5% | -3.0% | -43.5% | -45.5% |
| 6M | -48.2% | +2.7% | -51.0% | -47.9% |
| YTD | -62.2% | -6.8% | -55.3% | -60.4% |
| 1Y | -82.1% | -5.3% | -76.8% | -81.6% |
| All | -82.1% | -4.5% | -77.6% | -81.6% |
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