-99.9%
AMIX vs SPXU
-73.8%
-26.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +1.8% |
| 7D | -9.9% | -7.6% | -2.3% | -14.1% |
| 30D | -52.8% | +5.3% | -58.1% | -50.8% |
| 3M | -80.0% | +9.6% | -89.7% | -78.5% |
| 6M | -80.2% | -4.5% | -75.7% | -79.3% |
| YTD | -88.1% | -25.9% | -62.3% | -88.1% |
| 1Y | -91.1% | -28.9% | -62.2% | -91.1% |
| All | -99.9% | -73.8% | -26.1% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling