-91.7%
AMIX vs TNA
+32.4%
-124.1%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +2.7% | -22.7% | -22.3% |
| 7D | -8.1% | -2.1% | -5.9% | -7.8% |
| 30D | -52.3% | +3.1% | -55.4% | -54.8% |
| 3M | -83.8% | -20.2% | -63.6% | -80.4% |
| 6M | -79.0% | -10.0% | -69.0% | -75.0% |
| YTD | -87.2% | +30.3% | -117.5% | -83.6% |
| 1Y | -91.7% | +31.1% | -122.8% | -88.8% |
| All | -91.7% | +32.4% | -124.1% | -88.8% |
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