-91.6%
AMIX vs SPXU
-21.6%
-70.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | -1.2% |
| 7D | -16.0% | +7.6% | -23.6% | -6.0% |
| 30D | -55.4% | +17.5% | -72.9% | -41.0% |
| 3M | -87.5% | +14.7% | -102.2% | -84.3% |
| 6M | -81.2% | -0.1% | -81.1% | -76.1% |
| YTD | -86.8% | -19.8% | -67.0% | -84.0% |
| 1Y | -91.6% | -23.7% | -67.8% | -89.6% |
| All | -91.6% | -21.6% | -70.0% | -89.6% |
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