-99.9%
AMIX vs TRI
-19.5%
-80.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.7% | +4.7% | +5.0% |
| 7D | -16.0% | -4.8% | -11.2% | -13.6% |
| 30D | -55.4% | +13.4% | -68.8% | -63.4% |
| 3M | -87.5% | +13.1% | -100.6% | -90.4% |
| 6M | -81.2% | +24.4% | -105.6% | -83.1% |
| YTD | -86.8% | -11.4% | -75.4% | -88.1% |
| 1Y | -91.6% | -15.6% | -76.0% | -92.4% |
| All | -99.9% | -19.5% | -80.4% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling