-99.9%
AMIX vs SYY
+11.5%
-111.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.0% | +9.8% | +8.2% |
| 7D | +11.4% | +4.7% | +6.7% | +15.1% |
| 30D | -40.5% | -0.7% | -39.9% | -40.6% |
| 3M | -80.1% | -6.8% | -73.3% | -81.1% |
| 6M | -74.8% | +8.6% | -83.5% | -75.9% |
| YTD | -84.0% | +8.4% | -92.4% | -84.5% |
| 1Y | -89.7% | +7.1% | -96.8% | -90.1% |
| All | -99.9% | +11.5% | -111.4% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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