-79.7%
AMIX vs SPXU
-40.4%
-39.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | +0.4% |
| 7D | -13.7% | -0.1% | -13.6% | -13.7% |
| 30D | -62.1% | +0.8% | -62.9% | -61.7% |
| 3M | -46.2% | -4.7% | -41.5% | -44.2% |
| 6M | -46.4% | -29.6% | -16.8% | -49.8% |
| YTD | -60.3% | -29.9% | -30.4% | -62.6% |
| 1Y | -79.7% | -39.1% | -40.6% | -81.2% |
| All | -79.7% | -40.4% | -39.3% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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