-46.4%
AMIX vs TNA
+33.4%
-79.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -3.0% |
| 7D | -13.7% | -0.1% | -13.6% | -13.9% |
| 30D | -62.1% | -4.9% | -57.2% | -59.8% |
| 3M | -46.2% | +0.4% | -46.5% | -40.7% |
| 6M | -46.4% | +32.5% | -79.0% | -42.4% |
| All | -46.4% | +33.4% | -79.8% | -42.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling