-99.9%
AMIX vs TRMB
+5.4%
-105.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.5% | -4.8% |
| 7D | -25.5% | -17.9% | -7.6% | -15.2% |
| 30D | -56.2% | -12.0% | -44.2% | -53.0% |
| 3M | -87.4% | -8.4% | -79.0% | -87.2% |
| 6M | -80.9% | -21.5% | -59.4% | -79.2% |
| YTD | -86.8% | -31.5% | -55.3% | -85.3% |
| 1Y | -91.3% | -33.4% | -57.9% | -90.2% |
| All | -99.9% | +5.4% | -105.4% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling