-99.8%
AMIX vs SPMO
+120.3%
-220.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -1.0% |
| 7D | -3.4% | +3.4% | -6.8% | -8.1% |
| 30D | -54.4% | +0.5% | -54.9% | -55.1% |
| 3M | -45.7% | +1.9% | -47.7% | -45.6% |
| 6M | -49.2% | +27.8% | -77.0% | -54.2% |
| YTD | -60.3% | +26.7% | -87.0% | -64.1% |
| 1Y | -81.4% | +28.9% | -110.3% | -83.2% |
| All | -99.8% | +120.3% | -220.1% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling