-99.9%
AMIX vs TRU
+21.4%
-121.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.9% |
| 7D | -16.0% | +5.7% | -21.7% | -18.2% |
| 30D | -55.4% | +29.2% | -84.7% | -60.5% |
| 3M | -87.5% | +2.7% | -90.2% | -87.8% |
| 6M | -81.2% | +15.2% | -96.4% | -81.8% |
| YTD | -86.8% | -4.9% | -82.0% | -86.9% |
| 1Y | -91.6% | +3.4% | -95.0% | -91.8% |
| All | -99.9% | +21.4% | -121.3% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling