-91.6%
AMIX vs TNA
+37.5%
-129.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.4% | -7.4% | -7.0% |
| 7D | -25.1% | +2.4% | -27.5% | -26.8% |
| 30D | -54.5% | -0.9% | -53.6% | -54.5% |
| 3M | -91.7% | -19.2% | -72.5% | -90.0% |
| 6M | -79.4% | -0.8% | -78.6% | -75.7% |
| YTD | -86.1% | +33.2% | -119.3% | -82.2% |
| 1Y | -91.6% | +38.5% | -130.1% | -88.3% |
| All | -91.6% | +37.5% | -129.0% | -88.3% |
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