-91.6%
AMIX vs SU
+88.1%
-179.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.5% | +1.5% | -10.1% |
| 7D | -25.1% | -7.1% | -18.0% | -33.7% |
| 30D | -54.5% | +4.8% | -59.3% | -49.6% |
| 3M | -91.7% | +12.5% | -104.2% | -89.6% |
| 6M | -79.4% | +6.5% | -85.9% | -75.1% |
| YTD | -86.1% | +65.8% | -151.9% | -81.0% |
| 1Y | -91.6% | +86.2% | -177.7% | -85.8% |
| All | -91.6% | +88.1% | -179.7% | -85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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