-99.9%
AMIX vs SYY
+9.6%
-109.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | +1.5% |
| 7D | -16.0% | -7.3% | -8.7% | -20.6% |
| 30D | -55.4% | +0.1% | -55.5% | -55.1% |
| 3M | -87.5% | -8.9% | -78.6% | -88.4% |
| 6M | -81.2% | +5.5% | -86.7% | -82.2% |
| YTD | -86.8% | +6.6% | -93.4% | -87.4% |
| 1Y | -91.6% | +7.7% | -99.3% | -92.0% |
| All | -99.9% | +9.6% | -109.5% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling