-90.5%
AMIX vs TRMB
-31.3%
-59.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.1% | +10.8% | +10.3% |
| 7D | +1.2% | -17.0% | +18.1% | +26.8% |
| 30D | -45.3% | -9.0% | -36.3% | -42.8% |
| 3M | -83.1% | -8.1% | -75.0% | -83.3% |
| 6M | -76.9% | -10.1% | -66.8% | -76.0% |
| YTD | -85.3% | -30.2% | -55.1% | -84.1% |
| All | -90.5% | -31.3% | -59.3% | -89.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling