-91.6%
AMIX vs TRU
+2.1%
-93.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.6% | -7.6% | -6.2% |
| 7D | -25.1% | +10.5% | -35.6% | -30.7% |
| 30D | -54.5% | +28.7% | -83.2% | -63.4% |
| 3M | -91.7% | +0.7% | -92.4% | -91.7% |
| 6M | -79.4% | +19.3% | -98.8% | -79.9% |
| YTD | -86.1% | -3.7% | -82.3% | -87.7% |
| 1Y | -91.6% | +3.4% | -95.0% | -90.3% |
| All | -91.6% | +2.1% | -93.7% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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