-46.4%
AMIX vs TRU
+1.4%
-47.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.9% | +4.0% | +7.4% |
| 7D | -13.7% | -6.8% | -7.0% | -4.0% |
| 30D | -62.1% | 0.0% | -62.1% | -63.0% |
| 3M | -46.2% | +13.3% | -59.5% | -46.5% |
| 6M | -46.4% | +3.4% | -49.9% | -46.1% |
| All | -46.4% | +1.4% | -47.8% | -46.1% |
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