-91.1%
AMIX vs SPY
+12.1%
-103.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +2.8% |
| 7D | -9.9% | +2.6% | -12.5% | -21.2% |
| 30D | -52.8% | -2.0% | -50.8% | -49.7% |
| 3M | -80.0% | -2.8% | -77.2% | -77.9% |
| 6M | -80.2% | +2.1% | -82.4% | -79.6% |
| YTD | -88.1% | +11.5% | -99.6% | -88.2% |
| 1Y | -91.1% | +13.5% | -104.5% | -90.6% |
| All | -91.1% | +12.1% | -103.1% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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