-99.9%
AMIX vs SPMO
+94.1%
-194.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +3.3% |
| 7D | -9.9% | +6.3% | -16.2% | -18.5% |
| 30D | -52.8% | -8.9% | -43.9% | -46.7% |
| 3M | -80.0% | -13.2% | -66.8% | -75.8% |
| 6M | -80.2% | -9.3% | -71.0% | -76.7% |
| YTD | -88.1% | +11.6% | -99.7% | -87.3% |
| 1Y | -91.1% | +13.4% | -104.4% | -90.5% |
| All | -99.9% | +94.1% | -194.0% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling