-99.9%
AMIX vs SPXU
-74.4%
-25.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -3.9% | -16.1% | -22.3% |
| 7D | -8.1% | +1.5% | -9.6% | -6.8% |
| 30D | -52.3% | +6.4% | -58.6% | -49.9% |
| 3M | -83.8% | +4.2% | -88.0% | -83.1% |
| 6M | -79.0% | -7.8% | -71.2% | -78.3% |
| YTD | -87.2% | -27.5% | -59.7% | -87.3% |
| 1Y | -91.7% | -27.1% | -64.5% | -91.8% |
| All | -99.9% | -74.4% | -25.5% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling