-99.9%
AMIX vs SYY
+9.5%
-109.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.9% | -7.5% | -9.1% |
| 7D | -10.9% | +1.3% | -12.2% | -10.3% |
| 30D | -55.0% | -3.5% | -51.5% | -56.1% |
| 3M | -82.0% | -9.3% | -72.7% | -83.4% |
| 6M | -80.4% | +5.9% | -86.4% | -81.6% |
| YTD | -88.3% | +6.5% | -94.7% | -88.8% |
| 1Y | -92.4% | +4.0% | -96.4% | -92.7% |
| All | -99.9% | +9.5% | -109.4% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling