-99.9%
AMIX vs TNA
+57.5%
-157.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.5% |
| 7D | -9.9% | +3.7% | -13.6% | -11.4% |
| 30D | -52.8% | +4.4% | -57.1% | -54.0% |
| 3M | -80.0% | -26.7% | -53.4% | -77.4% |
| 6M | -80.2% | -12.8% | -67.4% | -78.4% |
| YTD | -88.1% | +22.7% | -110.8% | -88.0% |
| 1Y | -91.1% | +35.7% | -126.7% | -91.2% |
| All | -99.9% | +57.5% | -157.4% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling