-81.4%
AMIX vs TNA
+59.1%
-140.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.9% |
| 7D | -3.4% | +4.1% | -7.4% | -6.9% |
| 30D | -54.4% | -7.6% | -46.7% | -51.2% |
| 3M | -45.7% | +8.1% | -53.8% | -43.0% |
| 6M | -49.2% | +49.0% | -98.2% | -48.4% |
| YTD | -60.3% | +51.7% | -112.1% | -59.1% |
| 1Y | -81.4% | +59.6% | -141.0% | -78.5% |
| All | -81.4% | +59.1% | -140.5% | -78.5% |
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