-80.4%
AMIX vs TRU
+15.7%
-96.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.2% | -7.2% | -7.0% |
| 7D | -10.9% | -2.2% | -8.7% | -8.4% |
| 30D | -55.0% | +20.2% | -75.2% | -66.5% |
| 3M | -82.0% | +2.2% | -84.3% | -82.7% |
| 6M | -80.4% | +17.6% | -98.0% | -80.4% |
| All | -80.4% | +15.7% | -96.1% | -80.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling