-79.7%
AMIX vs TNA
+70.0%
-149.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.5% |
| 7D | -13.7% | -0.1% | -13.6% | -13.8% |
| 30D | -62.1% | -4.9% | -57.2% | -60.7% |
| 3M | -46.2% | +0.4% | -46.5% | -43.3% |
| 6M | -46.4% | +32.5% | -79.0% | -45.4% |
| YTD | -60.3% | +53.7% | -114.0% | -59.6% |
| 1Y | -79.7% | +65.1% | -144.8% | -76.7% |
| All | -79.7% | +70.0% | -149.7% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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