-99.9%
AMIX vs TRGP
+236.3%
-336.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +3.4% | +8.4% | +12.6% |
| 7D | +1.2% | -7.2% | +8.3% | -0.7% |
| 30D | -45.3% | -4.2% | -41.2% | -45.8% |
| 3M | -83.1% | +7.0% | -90.0% | -82.7% |
| 6M | -76.9% | +11.2% | -88.1% | -76.5% |
| YTD | -85.3% | +51.1% | -136.4% | -85.0% |
| 1Y | -89.8% | +62.0% | -151.8% | -89.6% |
| All | -99.9% | +236.3% | -336.2% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling