-99.9%
AMIX vs TRMB
+9.4%
-109.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.4% |
| 7D | -9.9% | +2.8% | -12.7% | -12.1% |
| 30D | -52.8% | -5.9% | -46.9% | -52.2% |
| 3M | -80.0% | -3.3% | -76.7% | -80.6% |
| 6M | -80.2% | +1.3% | -81.6% | -80.2% |
| YTD | -88.1% | -29.0% | -59.2% | -87.1% |
| 1Y | -91.1% | -27.8% | -63.3% | -90.4% |
| All | -99.9% | +9.4% | -109.3% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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