-99.9%
AMIX vs TRI
-21.9%
-78.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -9.9% | -2.9% | -7.0% | -7.7% |
| 30D | -52.8% | +3.7% | -56.5% | -57.1% |
| 3M | -80.0% | +3.7% | -83.7% | -82.9% |
| 6M | -80.2% | +35.1% | -115.4% | -82.1% |
| YTD | -88.1% | -14.0% | -74.1% | -89.0% |
| 1Y | -91.1% | -19.0% | -72.1% | -91.7% |
| All | -99.9% | -21.9% | -78.1% | -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